Users have the ability to request access to a form. Accounts with an agent or admin role may view requests and grant access to forms.
- Navigate to the Manage Users page.
- Users with pending requests will be starred at the top of the list.
- Click Edit for a starred user.
- Select the Requests tab
- Verify information sent along with request.
- After verification, you may link an entity to the user's account.
- Once completed, click Mark Processed on the request.