Approve Auditing Access Request

Review and approve incoming Assurance auditing requests to grant temporary read-only access to your organisation.

Steps to Approve an Auditing Access Request

  1. Log in to your PATtech account.

  2. From the left navigation menu, click Settings.

  3. Under Settings, select Incoming Access Requests.

  4. Review the list of pending Assurance auditing requests.

  5. Click on a request to view the details, including:

    • Requesting organisation
    • Requested duration
    • Optional message
  6. To approve the request:

    • Click Approve to accept the requested duration (the system will apply the requested end date automatically).

    OR

  7. To modify the duration:

    • Select or enter your own custom end date.
    • Then click Approve to confirm.
  8. Once approved:

    • The request will move from Pending to Active.
    • The Assurance organisation will gain read-only access to your account.

Important Notes

  • Access can be revoked at any time from the Active Access section.
  • If no custom end date is set, the originally requested duration will apply.
  • Once the approved period expires, access will automatically be disabled.

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