Requesting access to a project

Your role may list every project in an organisation while only letting you open the ones you are a member of. Opening one of the others shows an access screen instead of the workspace, with the project name, the organisation it belongs to, and a way to ask to be let in.

1. Open the project from the organisation’s Projects tab.
2. Write a short note saying why you need it. The note is optional and can be up to 500 characters.
3. Select Request access. The project leads are notified straight away, in the app, by push notification and by email.
4. The screen then reads “Request sent, waiting for approval” with the date you asked. Nothing more is needed from you.

If a request is declined, the screen shows the reason the approver gave and offers Request again. There are two limits on this: twice a day for the same project, and five times in total. Once you reach the daily limit the screen says you can ask again tomorrow; once you reach the lifetime limit it asks you to contact an administrator instead.

If you are not a member of the organisation at all, there is no request to make. The screen says so and asks you to speak to an administrator, who can add you to the organisation first.

Approving requests. Roles allowed to read access requests get an Access Requests tab on the project. Approver notifications link straight to it.

1. Open the project and select Access Requests.
2. Pending requests lists who is asking, their role, when they asked and their note. An external account is marked as such in the Role column, so you can see when the person asking is not internal.
3. Select Approve to add them to the project. They are added to the project’s support chat at the same time and are notified.
4. Select Deny to decline. You are asked for a reason, which is optional and is shown to the requester.
5. Decided below keeps the full history: every request, its outcome, who decided it and when.

Only a pending request can be decided. If someone else answers it first, your click reports that it has already been decided and the list refreshes.