AccountedPro - Access requests
When a door restricts someone, you can let them ask for more instead of filing a ticket. Requests are a first-class record with routing, approval, expiry, and optional auto-approval.
Enabling it on a rule
On the Access Rule (Requests section):
| Setting | Effect |
|---|---|
| Allow access requests | Turns on the Request Full Access button in the “Limited access” banner |
| Request profile | The Access Profile granted when a request is approved (the rule default) |
| Request duration (days) | How long an approved grant lasts before it expires (default 7) |
| Auto-approve when | A chip tree evaluated against the target record; if it matches, the request is approved automatically (still logged) |
A door can override the granted profile via its own request profile (“On approved access request, grant profile”). So a Blurred door can approve up to Read-Only, and the field rules you set on that Blurred door become the post-approval view.
The flow
- A restricted person opens a governed record, sees the banner, clicks Request Full Access, and gives a reason. (If a request is already pending, the button shows Access Requested (pending).)
- A request record is created and routed to approver(s).
- On approve, a dated grant is recorded; on reject, it's closed.
- While a grant is approved and unexpired, the engine honours it live — the person sees the granted profile's access on that specific record.
- A daily job flips grants to Expired once past their expiry.
Routing
Each request carries a routing mode:
- In-line Access Manager — route up the requester's reports-to chain to managers who hold the Access Manager role.
- Any Access Manager — anyone with the Access Manager role may approve.
- Specific — a named approver.
Auto-approve
If the rule's Auto-approve when chip tree matches the target record, the request is approved without a human — but the decision is always logged for audit. Use it for low-risk, rule-based elevation (e.g. “auto-approve read on my own department's records”).
Statuses
Draft → Pending Approval → Approved → (Expired) — or Rejected / Cancelled. The record holds the requester, target document, requested profile, duration, approver(s), decision + note, and expiry.
Next: Recipes.