Request Permissions

If a User does not have permission for a workspace, they can request permission from an Admin using the Request Permissions icon at the end of the Workspace row:

With restricted permissions, while the User can open a workspace they will not be able to edit the files in that workspace or upload new files.

To request permissions:

  1. Click the Request permissions icon at the end of the workspace row :

  1. In the Request Permissions dialog, select the permissions you require:

    2. Permissions Description
    Read You can view and download files, but you cannot upload, update or edit files, folders and projects or form sets.
    Write You can view, download, upload, update and edit files. You cannot delete files, folders or projects or form sets.
    Delete You can view, download, upload, update, edit and delete files, folders and projects.
    Owner You can view, download, upload, update and edit files, folders and projects. You can also manage permissions, object types and task types as part of Workspace Settings.

    The difference between Owner, Delete, Write and Read permissions is detailed in the Help tips. Hovering on the ? for the permission will display an explanation.

  1. Click Request Permissions:

    A confirmation that the request has been sent is shown:

Advanced mode

To request a change in permissions for yourself (and other users):

  1. Select the Advanced mode option and use the drop-down list to select one or more users or user groups:

  1. The users and groups you have selected are shown in the input box. Select the permissions you require for each user or group and then click Request Permissions:

    2. A confirmation that the request has been sent is shown:

Request Processing

An administrator will process your request and get back to you. Note that a reply to your request may take some time to arrive. Please be patient.

Your request will either be approved or declined and you will receive a notification.

Note: Any changes to permissions will be reflected on the Permissions tab of the Workspace Settings of the workspace.