Assigning a Request

You can designate a default approver to handle requests submitted through a web form in the Web Form Customization settings. If there is not a default approver set up, you will need to manually assign requests in the Requests screen. You can assign requests to individual users or a user group.

Note:

To assign new additional approvers to a request and ensure they receive an email with the request details, you will need to create conditional rules and assign tasks for the web form. For more information, see Creating Rules for a Web Form.

To assign a request

  1. On the Privacy Rights Automation screen, click Requests.

    The Requests screen appears.

  2. Select the Context Menu icon Context Menu icon in the row for the request you want to extend.
  3. On the Context menu, select Assign.

    The Assign Request modal appears.


    Assign Request modal
  4. Select the Approver or enter the email address of the approver. Enter a comment, if necessary.

    Approver selection screen
  5. Click the Assign button.

To bulk assign requests

  1. On the Privacy Rights Automation menu, select Requests. The Requests screen appears.

  2. Select the requests that you want to bulk assign.
  3. Click the Assign Request(s) icon button . The Assign Request(s) modal appears.

  4. Select an approver. Enter comments for the approver, as needed.


  5. Click the Assign button.