User Help System
Approval Center
Using the Approval Center function, authorized firm administrators can view a list of submitted user access requests for their entity and recently approved entity user requests.
- To access the Approval Center:
- From the CME Customer Center menu, select Administration > Request Center NR/CERT.
- From the Request Center menu, select Administration > Approval Center.
Approval Center functions
- Request Center table: Export, print, sort, search results.
- Submitted Requests: An authorized firm administrator can select a request to assign a decision or edit request details.
- Approve - Approves user access, a confirmation banner appears and email is sent to the requestor.
- Deny - Enter a reason for denial then confirm the selection by selecting Yes.
A confirmation banner appears and email is sent to the requestor.
- Edit - Allows an authorized firm administrator to update the assigned Role, Time Zone and enter details for the requestor to determine why a different role was assigned.
- Approved Requests: View the details of submitted requests, including the assigned firm administrator decision and reviewer/approver.