7 Prepare for approval
Before reviewing and approving requests submitted from Self-Service Request Portal, you can review the information submitted by the site. The information you can view and modify depends on your role.
- Manage requests
As an approval or partner user, you can view a list of all the requests submitted for approval by Self-Service Request Portal, view the request details, and view and modify the site details for a request. - Manage reviewers
Administrators determine whether an approval user or partner user must review a request. After you open Self-Service Approval Portal, make sure you have enough users with the correct roles (self-service administrator or self-service reviewer). - Manage registrants
Approval users can, depending on their role as a self-service administrator or self-service reviewer, review the registrants to identify users who are valid, users who may have had trouble accessing Self-Service Request Portal due to, for example, a lost self-service site email, or users who are duplicates or are otherwise invalid. - Manage documents
Administrators can upload common and partner documents along with upload instructions, whether they will be automatically uploaded when a new site record is created, if they are mandatory, and if they are active.