---
title: How to Share a Request in Intapp Open
description: Learn how to share a Request in Intapp Open, including permission levels, categories, and user access options.
---

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# How to Share a Request in Intapp Open

#### **Overview**

If your administrator has enabled request sharing, you can share any Request in Intapp Open so that other users can review, view, or contribute to it. Sharing does **not** remove or transfer your existing permissions—you keep full control at all times.[\[](https://whu58480-my.sharepoint.com/personal/lindsay_barthram_actusverto_com/Documents/Microsoft%20Copilot%20Chat%20Files/How%20To%20Share%20A%20Request%20On%20Intapp%20Open%20%E2%80%93%20Stickleback%20Technologies.pdf)

You can choose from the following permission levels when sharing:

- **Share my permissions** – The user receives the same permissions you have.
- **View and edit** – The user can read and edit the Request.
- **View only** – The user has read‑only access.

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#### **How to Share a Request**

### **Step 1 — Open the Share Dialog**

1. Open the Request you want to share.
2. Click **Share** to open the **Share the Request** dialog box.<https://whu58480-my.sharepoint.com/personal/lindsay_barthram_actusverto_com/Documents/Microsoft%20Copilot%20Chat%20Files/How%20To%20Share%20A%20Request%20On%20Intapp%20Open%20%E2%80%93%20Stickleback%20Technologies.pdf>

You can also access this dialog from the **People** tab by selecting **Add People**. <https://whu58480-my.sharepoint.com/personal/lindsay_barthram_actusverto_com/Documents/Microsoft%20Copilot%20Chat%20Files/How%20To%20Share%20A%20Request%20On%20Intapp%20Open%20%E2%80%93%20Stickleback%20Technologies.pdf>

---

### **Step 2 — Choose Who to Share With**

In the Share dialog:

- Select users displayed in the list, or
- Search for a user using the **Find a person** search box <https://whu58480-my.sharepoint.com/personal/lindsay_barthram_actusverto_com/Documents/Microsoft%20Copilot%20Chat%20Files/How%20To%20Share%20A%20Request%20On%20Intapp%20Open%20%E2%80%93%20Stickleback%20Technologies.pdf>

You can add multiple users before proceeding.

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### **Step 3 — Set Access Permissions**

Choose the appropriate permission level:

- **View only**
- **View and edit**
- **Share my permissions**<https://whu58480-my.sharepoint.com/personal/lindsay_barthram_actusverto_com/Documents/Microsoft%20Copilot%20Chat%20Files/How%20To%20Share%20A%20Request%20On%20Intapp%20Open%20%E2%80%93%20Stickleback%20Technologies.pdf>

---

### **Step 4 — Add Optional Details**

You may also:

- Assign a category to the Request
- Add a comment or note (up to 500 characters)<https://whu58480-my.sharepoint.com/personal/lindsay_barthram_actusverto_com/Documents/Microsoft%20Copilot%20Chat%20Files/How%20To%20Share%20A%20Request%20On%20Intapp%20Open%20%E2%80%93%20Stickleback%20Technologies.pdf>

---

### **Step 5 — Share the Request**

Click **Share this request** to apply the changes.<https://whu58480-my.sharepoint.com/personal/lindsay_barthram_actusverto_com/Documents/Microsoft%20Copilot%20Chat%20Files/How%20To%20Share%20A%20Request%20On%20Intapp%20Open%20%E2%80%93%20Stickleback%20Technologies.pdf>

The selected users now have the assigned permissions.

---

#### **How Shared Users Appear**

Users who have **approve/decline** permissions appear in the **Reviewers** list.  
Other users with shared access do not appear on this list. <https://whu58480-my.sharepoint.com/personal/lindsay_barthram_actusverto_com/Documents/Microsoft%20Copilot%20Chat%20Files/How%20To%20Share%20A%20Request%20On%20Intapp%20Open%20%E2%80%93%20Stickleback%20Technologies.pdf>

There are also additional ways to share a Request within the application—refer to *Acting on a Request* for more detail.

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