Shared services - Request access

Introduction

You can enable a "request access" link in the login screen, creating a user in stand by mode. Company admins will be alerted and can take action to Accept or Reject this user. Once the user is configured to the correct user groups (and other info) the user will receive a welcome email with a link for him to set a password of his choice.

Requirements

• At least one product as part of your license (Point, Place, produce...)
• Access rights to access the settings (Usually admin access)

Request access - Activating the feature

To provide access to external partners or other user types, utilize the Request access feature, which allows external users to request access to your portal, granting you control over who gains access and when.

To enable this feature, follow these steps:

1. Click your user symbol at the top right of the toolbar
2. Click System settings -> Login screen -> User admin
   • 
3. Click Allow external access -> Edit
4. Toggle the following boxes:
   • Log in with username and password
   • Reset password (Optional) 
   • Allow registration
5. As soon as you toggle Allow registration, a new set of fields appear underneath:
   • Recipient email
     • Choose where outgoing emails should come from. Using a custom email address could potentially cause issues with receiving emails they might become blocked by the recipients inbox. If this happens, you might need to whitelist Papirfly.
   • Custom text
     • Define the text that should appear on the login screen after you click Request access.
6. As soon as you have completed the setup as seen above, you can go back to the previous page and click View login screen preview to see a preview of what it looks like. An example of what it could potentially look like after setting it up can be seen below.

Login screen	Request access form

Request access - Approving/rejecting access requests

When a user requests access, the designated recipients will receive an email prompting them to either approve or reject the request, ensuring timely control over portal access.

To approve requests, follow these steps:

1. Click on your user symbol in the upper right corner
2. Click Site administration -> User management -> Access requests
3. Locate the users you want to approve access for and click Approve
   • You can also reject requests from the same menu
4. Assign access rights to the user you want to approve
5. Click Confirm

Following this process, the user will receive an email stating whether the request was approved/rejected. From here, the user will be able to log in by following the steps in the link provided.