Banking Platform User Permission Management Request Form
Request access changes, role updates, or permission removals for users on the banking platform.
Requestor Information
Full Name
*
First Name
Middle Name
Last Name
Work Email
*
example@example.com
Department / Team
*
Please Select
Operations
Finance
Technology
Risk
Compliance
Customer Support
Sales
Other
Job Title
*
Direct Phone / Extension
Please enter a valid phone number.
Format: (000) 000-0000.
User Access Target
User full name
*
First Name
Last Name
User work email or internal username
*
User department or team
*
Request type
*
New user
Existing user
Temporary access update
Permission Request Details
Request Type
*
Grant Access
Modify Access
Remove Access
Temporarily Elevate Access
Application or Module Name
*
Requested Permission Level or Role
*
Please Select
Viewer
Operator
Manager
Administrator
Other
Feature-Level Permissions Needed
View Reports
Create Requests
Approve Requests
Export Data
Manage Users
Configure Settings
Other
Business Justification
*
Requested Start Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Requested End Date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Urgency / Priority
*
Low
Medium
High
Critical
Approval and Review Information
Manager / Sponsor Name
*
First Name
Middle Name
Last Name
Approver Email
*
example@example.com
Approval Route
*
Manager
Sponsor
Compliance
Security
Other
Compliance or Security Review Needed?
*
Yes
No
Internal Ticket / Reference Number
Submit Request
Should be Empty: