How can I share a request invitation or proposal with colleagues?

At the top of the request, click on the Share button.

In the Share pop-up, either:

1. Manually type out or paste the email address;
2. Select from the list of colleagues who already have a PERSUIT account.

You can include a message to colleagues before clicking on Share.

You'll also be able to view how many and which colleagues have access to it in the Colleagues with Access tab. 

How do I approve or deny a colleague's request to access a proposal?

If a user follows a PERSUIT link and land on a page with the message "You don't have access to this request", it means that they do not have the necessary access to the request. 

A user can now request access directly from this screen — click the Request Access button and PERSUIT will automatically notify colleagues who already have access. 

If a firm colleague has requested access to a proposal you have access to, you can approve or deny their request directly within the platform. Notifications go to firm colleagues who already have access. 

Option 1: Via email notification 

You'll receive an email notification letting you know a colleague is trying to access the proposal or request. Click Grant Access Now to approve directly from the email.

Option 2: Directly within the proposal 

When you navigate to the proposal or request, a banner will automatically appear at the top of the page showing the pending access request. Click Grant Access or Decline directly from there — no need to open the Share panel.

Option 3: Via your notifications

A notification will appear in the notifications section of your profile via the bell icon. Click through to the proposal or request to action it from there.

Option 4: Via the Share panel

Navigate to the proposal or request and click the Share button in the top navigation bar. Select the Access Requests tab — any pending requests will be listed here. Click Grant Access or Decline.

Please remember, granting access must be done within the platform by colleagues who already have access, following the steps above. 

A few things to note:

• Once you approve or decline, your colleague will be notified of the outcome via email and an in-app notification.
• Pending requests do not expire — they will remain until actioned.
• Once approved, the colleague receives the standard level of access for that proposal or request.

If you've received a link to a proposal or request you can't access yourself, see How do I get access to a proposal or request I can't view?

Please reach out to support@persuit.com if you need additional support.