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.[

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.

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.

You can also access this dialog from the People tab by selecting Add People.

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

You can add multiple users before proceeding.

Step 3 — Set Access Permissions

Choose the appropriate permission level:

• View only
• View and edit
• Share my permissions

Step 4 — Add Optional Details

You may also:

• Assign a category to the Request
• Add a comment or note (up to 500 characters)

Step 5 — Share the Request

Click Share this request to apply the changes.

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.

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