Requestor Guide
This guide is for users with the Requestor role. Requestors raise new approval requests, attach supporting documents, fix anything that comes back from approvers, and track requests until they land in Business Central.
If you also need to approve other people's requests, ask an administrator to also give you the Approver role or to switch you to Admin.
Signing in
- Open the address your administrator gave you.
- Choose Sign in and complete Microsoft sign-in with your work account.
- The first time you sign in, your account is matched by email or by your Microsoft Entra object id. If your account is not yet provisioned, ask an administrator to add you.
Dashboard at a glance
The dashboard shows your recent activity, any requests that came back to you for changes, and quick links to Create, Records and Requested By Me.
If you also have approver responsibilities, the dashboard will show your Awaiting Me queue. Otherwise that section is hidden.