Granting temporary site access

To help ensure a highly secure board book environment, administrators must approve temporary access for Diligent staff before they can access a site for support or account implementation.

1. When Diligent requests access to your site, you will receive an email containing all of the details. Select Site Management on the main Navigation panel.

2. Select Site.

3. Select Site access.

4. A list of pending and active temporary site access requests appears. Selecting any one of these will reveal more information about the request, including:

   • If the request is for support or account implementation purposes

   • The case number associated with the request

   • The committees and groups that access will be provided for

   • The date and time when access will end

   • The names of the users who will be granted access

   • The reason for the request, as provided by Diligent staff

   Note

   Diligent can request access for multiple users in one request. Further request details, including exactly what permissions will be granted to users, are available in the email you received when the request was created.

5. To approve this access request, select Allow. As soon as you do, the listed users will have access to your site until the specified end date.

6. Select Decline to deny the request.

7. You can also revoke active requests at any time by selecting one and selecting Revoke.

   Note

   Temporary users do not appear on user lists that you export.