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How to allow manager to renew an access request?

mateusz szymanski
1 month ago

Hi.

I need to allow managers of identities to submit a renewal request on their behalf. Currently, out of the box, they can only do it for the requests they created so where they are set as UID_PersonInserted, I think.

I tried creating a custom Permission Group with full permissions for View, Edit, Insert and Delete for PersonWantsOrg with viewing condition: UID_Personwantsorg in (select UID_Personwantsorg from dbo.QER_FTPWOVisibleForPerson('%UserUID%', 1)) but it didn't help.

Do you have an idea how to allow it?

Thank you in advance.

Regards.

Mateusz.

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  • 0 1 month ago

    P.s. you need to be on v92 for this to work: Web portal - Unsubscribing on behalf of others

    I can confirm that on v9.3 the Unsubscribe and Renew works with these added rights (see below)

    Create role based permission group: CCC_4_ALLMANAGER_UNSUBSCRIBE_RENEW
    Assign to VI_4_ALLMANAGER as child group

    Assign permissions
    CCC_4_ALLMANAGER_UNSUBSCRIBE_RENEW
    PersonWantsOrg View [v] Edit [v]
    XTouched       View [v] Edit [v]

    Edit & Viewing condition: UID_Personwantsorg in (select UID_Personwantsorg from dbo.QER_FTPWOVisibleForPerson('%UserUID%', 1))

  • 0 1 month ago in reply to Niels de Groot

    Hi Niels,

    These are the settings I currently set up.

    Niels de Groot said:
    PersonWantsOrg View [v] Edit [v]
    XTouched       View [v] Edit [v]

    It allows managers to unsubscribe an assigned product of their direct reports.

    However, when it is about renewal,  managers can only renew the request they submitted themselves. They cannot renew a request that was raised by their direct report.

    Do you know what settings grant permission to renew as well?

    Regards,

    Mateusz Szymanski

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  • 0 1 month ago in reply to Niels de Groot

    Hi Niels,

    These are the settings I currently set up.

    Niels de Groot said:
    PersonWantsOrg View [v] Edit [v]
    XTouched       View [v] Edit [v]

    It allows managers to unsubscribe an assigned product of their direct reports.

    However, when it is about renewal,  managers can only renew the request they submitted themselves. They cannot renew a request that was raised by their direct report.

    Do you know what settings grant permission to renew as well?

    Regards,

    Mateusz Szymanski

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