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Client Management - JIT Access — Request Access

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Written by Angela Mazon

Overview

Just-In-Time (JIT) access in Client Management lets Redlist internal users request temporary access to a client tenant, with full control over which administrators receive and approve the request.

Accessing the Request Access Flow

JIT access requests are initiated from Client Management on a specific client record.

  1. Log in with a Redlist internal account — Client Manager opens automatically

  2. If the list is in table mode, click the ellipsis (⋮) menu and select View in Card Mode

  3. Click a Group card, then click a Client card within that group

  4. Click the Request Access button on the client record

How to Submit a JIT Access Request

Request temporary access to a client tenant for support, maintenance, or other purposes.

  1. Click the Request Access button on the client record

  2. The Request Access panel opens on the right side of the screen

  3. In the Select Approvers field, click the dropdown and select one or more administrators who should approve your request

    • The field starts empty — you must select at least one approver before submitting

    • The placeholder text reads "Select administrators..."

    • If no administrators are available, the field displays "No administrators found"

  4. Set the access Duration using the quick buttons or the custom duration dropdown:

    • Quick options: 4 Hours, 8 Hours, 1 Day, 3 Days, 1 Week

    • Custom: enter a number and select Hour, Day, or Week

  5. In the Justification field, describe the reason for access — select a preset template or type your own:

    • Available quick templates: Investigate Reported Issue, Perform Maintenance, Deploy Changes, Implementation, Compliance Audit/Review or Emergency Response

  6. Review the request summary to confirm the details

  7. Click Submit to send the request to the selected approvers

Note: The Submit button remains disabled until at least one approver is selected and a justification is entered.

What Happens After You Submit

Once submitted, each selected approver receives an email with the full request details — your name, justification, requested duration, and access expiration. The email includes an Approve and Deny button that takes the approver to a review page where they can confirm their decision.

Note: Approval links expire after 2 days. If no approver acts within that window, the request can no longer be approved and you will need to submit a new request.

If your request is approved: You receive an email confirmation and access to the client tenant is granted automatically for the duration you requested. Access expires automatically — no action is needed on your end.

If your request is denied: You receive an email notification. You may submit a new request if needed.

All other selected approvers are also notified of the outcome, regardless of who responded.

Best Practices

Select the Right Approver: Choose the administrator most directly responsible for the client — routing to the correct person reduces approval delays.

Choose an Appropriate Duration: Request only the time you need. Shorter durations reduce unnecessary access and are easier for administrators to approve quickly.

Write a Clear Justification: A specific justification (e.g., "Investigating reported login failure — Ticket #1234") helps approvers make faster decisions than a generic note.

Use Preset Templates as a Starting Point: Select a template that matches your scenario and add context — it ensures the justification is clear without starting from scratch.

Troubleshooting

Issue: The Submit button is disabled

Solution: Both the Select Approvers and Justification fields must be filled before the button becomes active.

  1. Confirm at least one approver has been selected in the Select Approvers field

  2. Confirm the Justification field is not empty

  3. Both fields must be filled before the button becomes active

Issue: The Request Access button is not visible

Solution: Confirm you are logged in with a Redlist internal account and that JIT access is enabled for your account.

  1. Confirm you are logged in with a Redlist internal account

  2. Verify JIT access is enabled for your account — contact your administrator if needed

Issue: An approver did not receive the request email

Solution: Email delivery can be delayed — wait up to 15 minutes and check spam before resubmitting.

  1. Wait up to 15 minutes — email delivery can be delayed and the message may still be in transit

  2. Ask the approver to check their spam or junk folder for an email from Redlist

  3. If the request was submitted more than 2 days ago, the approval link has expired — submit a new request and re-select the approver

  4. If the email still cannot be found, contact Redlist support for assistance

Summary

JIT access requests in Client Management require you to explicitly select one or more approvers before submitting. Use the Select Approvers dropdown to route your request, set an appropriate duration, and provide a clear justification. The request is sent only to the administrators you choose, giving you control over who reviews your access. Once an approver acts, you are notified by email and access is granted or withheld automatically — no further steps needed on your end.

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