Configuring Auto-Approval Rules

What is auto-approval?

Auto-approval lets you define rules that automatically approve incoming access requests without manual review. When a request matches your rules, it is approved and the user is provisioned in your ACC project immediately. This is ideal for trusted partner organisations where you already know the requester's email domain.

Setting up email domain rules

Email domain rules match the domain portion of a requester's email address (everything after the @ sign).

1. Navigate to Access Requests for your project.
2. Open the Auto-Approval settings tab.
3. Click Add Domain Rule.
4. Enter the email domain.
5. Select the default roles to assign when this rule matches.
6. Click Save.

You can add multiple domain rules. If a requester's email matches any of the configured domains, the request is auto-approved.

Role mappings for auto-approved requests

When you create a domain rule, you specify which ACC project roles are assigned to auto-approved users. These roles override whatever the requester may have selected on the form.

You can configure different role sets for different domains. For example:

• structuralpartner.com → Document Management: Viewer, Project Management: Member
• mechanicalcontractor.com → Document Management: Editor, Project Management: Member

Scheduled auto-approval job

Auto-approval can process requests in two ways:

1. Immediate — Requests are evaluated against rules as soon as they are submitted. Matching requests are approved instantly.
2. Scheduled — A background job runs on a cron schedule, evaluating all pending requests against your rules in batch.

To set up scheduled auto-approval:

1. Open the Scheduled Jobs section from the sidebar.
2. Click Create Job and select Access Request Auto-Approval as the job type.
3. Configure the cron schedule (e.g., 0 */6 * * * for every 6 hours).
4. Select the project the job applies to.
5. Save and enable the job.

The scheduled job picks up any pending requests that match your domain rules and approves them automatically. Execution history is available in the job detail view.

Enabling and disabling auto-approval

Toggle the Auto-Approval Enabled switch in the Auto-Approval settings tab to turn the feature on or off for a project. When disabled:

• Existing domain rules are preserved but not evaluated.
• All new requests go through manual review.
• Scheduled auto-approval jobs for the project are paused.

Re-enabling auto-approval reactivates the rules and any associated scheduled jobs.

See also

• Access Requests Overview
• Reviewing and Approving Requests
• Sharing Public Access Request Forms