The matter/case access requests need to be acted upon in the following scenarios:

• Access requests require approval by the responsible attorney or an administrator

• Access requests require approval by an administrator of applicable type
• Access requests require approval by any member of the matter team or an administrator of applicable type

If you are the assigned 'responsible attorney' for a matter (in case of the first scenario) or a member of the matter team (in case of the second scenario) or an applicable administrator type for the client or matter, you can act upon the user access requests. 

You can approve/reject access requests in three ways:

Option 1: From the Home Page

1. After you log in to the administrator console of the iManage Security Policy Manager application, click <username> > Manage Access Requests. 
   The Access requests page, with the list of pending for approval requests, appears. The Access requests page displays the list of access requests with the following details: ID / name  of the matter for which the request was raised, user who requested access (and if applicable, on behalf of whom), job title, practice area, request date and reason for seeking access. 

   NOTE:

   You can select the columns to display on the page.

   Click

   

   at the top right of the pane, and then click the table columns to be displayed. The available options are: User, ID / Name, Job Title, Practice Area, Request Date, Reason. Any columns which are already selected for display are shown in bold, with a checkmark beside them.

   You can sort the rows displayed by clicking the column heading (e.g. Reason), which will display a small arrowhead to the right of the column heading. Click this arrowhead to sort the column by the values under that heading.

   If an access request has been made on behalf of a user or group, by another user, a note "Access request submitted by <user>"  appears below the reason (if that column is selected for display).

   Click Update to refresh the list of displayed access requests.

2. In the required request row, select the check box or click in the row or click the
   
    icon, and do one of the following:
   • Click View Reason to see the reason entered by the requestor for placing the access request. 
   • Click Quick Approve to add the user directly as a team member for unlimited access period.
   • Click Approve. The Approve dialog box appears.
     • In the User Type field, click one of the option to add the user as a Team Member or a Basic Team Member.
     • In the Set Access Period field, click one of the option to provide access for unlimited period or a defined period. 
       • If you chose 'Access Period is Time Limited',
         
         1. 1. From the date picker, select the date and time up to which you want to provide access to the user. If you do not specify a time, then the system will default the time to midnight in the time zone of the server.
            2. Click Submit. The access duration is set for the user.
   • Click Deny to reject the request for access from the user.

Option 2: From a Matter Page in the Administration Console

Access requests for a matters that is 'Restricted', 'Restricted by client' or 'Restricted by Collection' are presented on the Access Requests tab of that matter. 

If the matter is under a client that is part of a client or client group, then the matter page with the Access Requests tab can be accessed through the client or client group dashboard. If the matter is under a case, then the matter page Access Requests tab be accessed through the case dashboard. If the matter is under a collection, then the matter page Access Requests tab be accessed through the collection dashboard.

1. Select Matters from the navigation bar. The Matters dashboard appears.
   Alternatively:
   1. Select, as applicable:
      1. the Clients tab in the left navigation bar. The Clients dashboard appears.
      2. the Cases tab in the left navigation bar. The Cases dashboard appears.
      3. the Collections tab in the left navigation bar. The Collections dashboard appears. 
   2. Do one of the following:
      • Click on a row to select the client, case or collection that the matter is under.
        The Matters dashboard appears.
      Alternatively,
      • Click
        
         on the row to highlight the client, case or collection that the matter is under, and select Matters.
        The Matters dashboard appears.
2. Select the row of the matter where there are access requests pending approval. 
   The Matter Details page appears. 

3. On the Matter Details page, select the Access Requests tab. 
   The Access Requests page, with the list of pending for approval requests, appears. The Access requests page displays the list of access requests with the following details: user who requested access, job title, practice area, and the request date. If an access request has been made on behalf of a user or group, by another user, a note "Access request submitted by <user>"  appears below the reason (if that column is displayed).

   NOTE:

   Click Update to refresh the list of pending access requests.

4. In the required request row, select the check box or click in the row or click the 
   
    icon, and do one of the following:
   • Click View Reason to see the reason entered by the requestor for placing the access request. 
   • Click Quick Approve to add the user directly as a team member for unlimited access period.
   • Click Approve. The Approve dialog box appears.
     • In the User Type field, click one of the option to add the user as a Team Member or a Basic Team Member.
     • In the Set Access Period field, click one of the option to provide access for unlimited period or a defined period. 
       • If you chose 'Access Period is Time Limited', 
     1. 1. 1. From the date picker, select the date and time up to which you want to provide access to the user. If you do not specify a time, then the system will default the time to midnight in the time zone of the server.
           2. Click Submit. The access duration is set for the user.
   • Click Deny to reject the request for access from the user.

Option 3: From the Email Notification

When a user requests for access to a matter or a case, then you (approver) receive an email notification. Based on the notification mode set by your system administrator, you may receive one of the three predefined email notifications. Based on the email notification received, you can act upon the access request from the email in one of the following ways:

• You access the email through a web client or mobile client, and you are required to securely access Security Policy Manager to take action on the request. The link in the email guides you to the 'Manage Access Requests' page. For more information on how to act upon the request from the Manage Access Requests page, see Option 1: From the Home Page.
• You access the email through a web client or mobile client, which contains tokenized links (Approve as Team Member, Approve as Basic Team Member, Deny Access Request). Clicking on any link sends your response directly to iManage Security Policy Manager. The user gets unlimited period access, if approved. To update user type and access period, click Open Security Policy Manager to set the User Type and Access Period link in the notification.
• You access the email through an email client, which contains tokenized links (Approve as Team Member, Approve as Basic Team Member, Deny Access Request). This configuration mode enables you to respond to the request offline. Clicking on any link creates a response email and the response is sent to iManage Security Policy Manager when internet becomes accessible. The user gets unlimited period access, if approved. To update user type and access period, click Open Security Policy Manager to set the User Type and Access Period link in the notification.