First screen the user, following steps 1-8 of “How do I approve or deny a Business MiLogin (formerly Third Party) account request?” but do not Transition the request as “Approved” yet. Proceed to Step 2 below:
Search to See Whether User Has an Existing Contact Record
Access the user’s Access Request under System>Security>Access Requests,by clicking on the Request ID # (REQ-).
Click on the Link button on the Access Request Contact card. Type the user’s last name, first name in Contact Name field to search whether there is an existing contact.
If there is a match, complete the link.
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Once the user’s account has been linked to their contact, a hyperlink for the user’s contact will now display on the contact card. Click on the user’s contact hyperlink to view.
On the user’s contact details, click the Edit button to add the title/role they provided in their Access Request’s reason for access. Proceed to Step 8 below.
When the User Does Not Have an Existing Contact Record
If no contact exists, on the user’s Access Request click the Create button. Click on the next Create button to confirm that you want to create the contact.
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