Request access to Trail

Trail allows new users to request access directly from the login page. This makes onboarding simple while ensuring that your organisation’s admin users stay in control of who gets access and with what user rights.

When a request is submitted, admin users are notified right away via email and can review, accept, or reject the request.

Note! If your organisation uses SSO (Single Sign-On), users who are included in the organisation’s SSO user list can log in to Trail directly using their SSO credentials without separate request.

Topics:

  1. How to request access
  2. Accepting or rejecting a request (admin users)
  3. What if the user already has a Trail account?

How to request access

  1. Go to your Trail environment login page
  2. Click “Request access”

  1. Fill in the required details:
    • Email
    • First name
    • Last name
    • Description (recommended)
      • Example: team, role, or department
      • This helps admin users to assign correct user rights more quickly
  2. Click “Request”
  3. The request will be sent to your organisation’s admin users for review.

Accepting or rejecting request

Where to find requests

  1. Admin users receive an email notification immediately after a request is submitted
  2. All requests are also available in Trail: Admin → Access requests

Accepting a request

  1. Click Accept from the list
  2. Assign a user group if known
    • This automatically applies predefined user rights
    • If user groups are not used, user rights and departments can be added later from the page: Admin → Users

  1. Click “Accept”
  2. After this
    1. The user account is created and user will receive an email with a first password to login.
    2. It is recommended to update the password after login in for the first time.

Rejecting a request

  1. Click Reject from the list
  2. Add a reason for rejection
  3. Click "Reject"

  1. After this
    1. User receives an email notification with the rejection reason
    2. The request remains visible in the request list
    3. If needed, a previously rejected request can be accepted later on.

What if the user already has a Trail account?

User already exists in your organisation

  • Trail will notify the user on the login page that user already exists.
  • User can then try: login with username and password, or reset the password if not remembered.
  • If necessary, contact your organization’s admin user, who can assist with creating an account. If the user has previously had a profile that has been deleted, the main user can help reactivate it.

User exists in another Trail environment

  • During acceptance phase, Trail will notify the admin user that the email is already in use.
  • In this case contact the user directly and confirm whether they will still need an access. If needed, consider using an alternative email address.

⭐ Tips & FAQ

  • Why should users fill in the description field? This can help admin users to assign needed user rights more quickly.
  • What happens if no action is taken? The request will remain pending until an admin reviews it.
  • Can access rights be changed later? Yes, all user rights and group rights can be updated anytime via Admin → Users.