Access Request · Management
Self-service onboarding that runs itself.
Branded access request forms, auto-approval rules, real-time analytics and email notifications. Replace email chains and spreadsheets with a streamlined onboarding workflow.
Branded
Forms
Auto
Approval
Real-time
Analytics
Notifications
Where it hurts · Today
Sound familiar? Every admin has felt it.
Every project admin and onboarding team has dealt with these problems.
!Pain · 01
Email-based access requests.
Requests coming in via email, Slack, spreadsheets. No central tracking, no audit trail, and no way to know what is pending.
!Pain · 02
Manual provisioning delays.
Waiting days to get added to a project. Admins overwhelmed with individual requests while new starters sit idle.
!Pain · 03
No audit trail at handover.
No record of who approved what, when, or why. Compliance gaps at handover and no evidence for audits.
!Pain · 04
One-size-fits-all onboarding.
No branding, no role guidance, no self-service access check. Everyone gets the same generic experience.
Build
Branded form · Custom fields
Share
Public link · Access codes
Auto-route
Rules · Priority · Schedule
Provision
Roles · Products · Forma
How Foreman · Handles it
Everything you need for access management.
Six capabilities that replace spreadsheets, email chains, and manual provisioning.
Branded Forms
Custom colors, logo, and company name. Fixed or user-selects role modes. Custom questions with text, dropdown, date, and yes/no types. Access code protection.
Auto-Approval Rules
Match by email domain, address, role, or question answer. Priority-based with AND/OR logic. Schedule with timezone, active days/hours, and out-of-office mode.
Real-Time Analytics
Status donut chart, weekly trends, response time buckets, and per-domain approval rates. Export charts as PNG or data as CSV.
Email Notifications
Five templates: submission confirmation, approval, rejection, admin alert, and form shared. Token system with one-click insertion for dynamic fields.
Bulk Operations
Approve or revoke multiple requests at once. Role override for consistent provisioning. Detailed success and failure reporting.
Access Check
Let users check if they already have project access before submitting. Shows current roles and product access levels to avoid duplicate requests.
Preview · Worked example
A professional experience for your team.
Branded forms and real-time analytics, side by side.
Riverside Infrastructure
Project Access Portal
Request Project Access
Powered by Foreman
94%
Approval rate
2.4h
Avg response
12
Pending
Recent Activity
Use cases · Built for every role
Built for every role in the onboarding chain.
Different roles, same goal: get the right people into the right projects, fast.
1Role · 01
Project Admins.
Branded forms replace email chains. Auto-approve trusted domains. Bulk-process backlogs.
- Create branded forms per project with custom questions
- Auto-approve requests from trusted email domains
- Bulk-approve or revoke dozens of requests in one click
2Role · 02
Document Controllers.
Track who has access, when granted, by whom. CSV exports for compliance audits.
- Full audit trail of every request, approval, and rejection
- Export request history as CSV for handover packs
- Track provisioning status and role assignments
3Role · 03
HR / Onboarding Teams.
Self-service forms for new starters. Role guidance via 3-level hierarchy. Scheduled auto-approval for out-of-office coverage.
- Self-service portal for new starters on day one
- 3-level role hierarchy for guided role selection
- Schedule auto-approval rules for holiday coverage
4Role · 04
Programme Managers.
Cross-project analytics. Response time monitoring. Domain-based approval rate trends.
- View onboarding metrics across all projects
- Monitor response times and identify bottlenecks
- Track approval rates by domain and contractor
FAQ · Questions from the field
Frequently asked questions.
Q · 01
What is Access Request Management?
Access Request Management is a self-service onboarding system built into Foreman. It lets you create branded forms for project access requests, automatically approve or reject requests based on configurable rules, and provision members to Autodesk Forma projects with the correct roles and product access levels.
Q · 02
Can I brand the access request form?
Yes. You can customize the form with your company colors, logo, and company name. Choose between fixed-role or user-selects-role modes, add custom questions (text, dropdown, date, yes/no), and toggle the 'Powered by Foreman' footer on or off.
Q · 03
How does auto-approval work?
Auto-approval rules match incoming requests by email domain, specific email address, requested role, or answers to custom questions. Rules are evaluated in priority order and support AND/OR condition logic. You can schedule rules with timezone support, active days and hours, and an out-of-office mode for coverage when approvers are away.
Q · 04
What happens when a request is approved?
When a request is approved — manually or via auto-approval — Foreman automatically provisions the user to the Autodesk Forma project with the correct roles and product access levels. The requester receives an approval email notification with details of their new access.
Q · 05
Can users check existing access?
Yes. The access request form includes a 'Check Existing Access' feature. Users enter their email address and Foreman checks whether they already have access to the project, showing their current roles and product access levels. This avoids duplicate requests.
Q · 06
What analytics are available?
The analytics dashboard includes a status donut chart showing approved, pending, and rejected counts, weekly request trends, response time buckets (under 1 hour, 1-4 hours, 4-24 hours, over 24 hours), and per-domain approval rates. You can export charts as PNG images or the underlying data as CSV.
Q · 07
Can I send custom email notifications?
Yes. There are five email notification templates: submission confirmation, approval, rejection, admin alert, and form shared. Each template supports a token system — click to insert dynamic fields like requester name, project name, role, and approval reason.
Q · 08
Is it included in the free trial?
Yes. All access request features are included with the 14-day free trial on the Business plan. No credit card required.
Free resource · Onboarding
Week-One Access Checklist
The checklist project admins use to get new starters productive on day one — covers roles, products, folder permissions, and the handoff from HR to BIM.
Access requests handled. Without the inbox chaos.
Branded forms, auto-approval rules, and a full audit trail — replace the email thread entirely.
14-day trial · Full access · No card on file
Week-one checklist
The admin playbook for a smooth, controlled project launch.