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Line drawing for the Team and roles topic

Approving a request for access

Review a team member's request and grant or decline access.

Who this is for: Practice administrator

Review pending requests

  1. Open Team & access in Settings and choose Access to approve.
    Access to approve with two pending requests, Show answered, Grant access and Decline, with an arrow at Access to approve.
  2. Select Grant access on the request to review the proposed change.
    Access to approve with an arrow at Grant access on a request.
  3. In the dialog titled Grant access to followed by the person's name, select Grant access to confirm, or Cancel to leave the request pending. If the dialog says no permission opens that area, the confirm button reads Mark as handled; select it once you have dealt with the request. If the dialog says no role lets them hold it, there is no confirm button: decline the request, or change their role first.
    The Grant access confirmation with an arrow at Grant access in the confirmation.
  4. To refuse a request, select Decline, then Decline request in the confirmation.
    Access to approve with two pending requests with an arrow at Decline on a request.

Note: The owner can approve by default. A manager with permission to review requests can read and decline them. Granting also requires permission to change team access. Nobody can answer their own request.

Read answered requests

  1. Select Show answered to see granted, declined and lapsed requests. Granted and declined requests show who answered and when; lapsed requests show when they lapsed. Select Show pending to return to pending requests.
    Access to approve with two pending requests with an arrow at Show answered.

Last checked against Weft on 01 Nov 2026. Something on your screen reads differently? Tell us at support@weftary.com.