Choose the narrowest useful role
Privacy request work often involves sensitive personal data. Give members the access they need for their responsibility and avoid using Admin as a default role.
- Reserve Admin access for workspace settings and membership management.
- Use responder, reviewer, or data owner access for workflow participation.
- Review active members and roles on a recurring schedule.
Keep invitations up to date
Invites should be tracked from creation through acceptance, expiration, revocation, or resend. Deactivate access promptly when a person no longer needs the workspace.
- Review pending invites and revoke stale ones.
- Confirm the invite email matches the intended recipient.
- Keep at least one active Admin in the workspace.
Resolve access problems without sharing accounts
If an invited teammate cannot get in, check the invitation and membership before changing roles. Adding broader permissions will not fix an expired invitation or a sign-in using a different address.
- Confirm the person is signing in with the exact invited email address.
- Review whether the invitation is pending, expired, accepted, or revoked and use the appropriate invitation control.
- Confirm the membership is active and grants the role needed for the action.
- Admins and Privacy Managers can approve responses in self-review mode. Designated reviewer settings require approval from the named reviewers.
Need more help?
Product support is available at support@privacyrequests.co. Requesters should contact the company handling the request first because that company controls the case record and response decisions.