Complete guide for Subject Access Officers, Custodians, Contributors, and Reviewers using AccessPoint
Last updated: March 29, 2026 by Steve
User Guide
AccessPoint uses roles to control what you can see and do. Your administrator assigns one or more roles to your account, and each role unlocks a different set of features and dashboards.
Roles at a Glance
| Role | What You Do |
|---|---|
| Subject Access Officer (SAO) | Manage the full lifecycle of access requests -- create, assign, review, and deliver responses. You see requestor PII. |
| Custodian | Collect and submit documents for assignments you receive. You work from sanitized instructions. |
| Contributor | Complete specific tasks within an assignment. You work from sanitized instructions. |
| Reviewer | Review completed requests and approve or request changes before the response is sent. |
| Reader | View-only access to assigned requests. You cannot see documents unless they are shared with you. |
Privacy note: Custodians and Contributors always work from sanitized instructions -- they never see the requestor's name, email, or other personal information. Only SAOs and Reviewers have access to requestor details.
Guide Contents
Dashboards
Each role has a dedicated home screen tailored to the work you do.
- Requests Dashboard -- SAO home screen for searching, filtering, and managing requests
- Assignments Dashboard -- Custodian home screen for viewing and tracking assigned work
- Tasks Dashboard -- Contributor home screen for viewing and completing task assignments
- Reviews Dashboard -- Reviewer home screen for reviewing submissions and making decisions
Request Lifecycle
These pages cover the full lifecycle of an access request, from creation through to response delivery.
- Creating Requests -- How to create and configure new access requests
- Request Overview -- The main details page for a request
- Requestor Information -- Managing requestor identity and contact details
- Assignments -- Assigning work to Custodians and Contributors
- Documents -- Uploading, classifying, and managing collected documents
- Collaboration -- Internal notes, comments, and team communication
- Response -- Preparing and delivering the final response package
- Activity -- Viewing the full audit trail and activity history
Assignments and Tasks
These pages cover the day-to-day work of Custodians and Contributors.
- Assignment Details -- Working with an individual assignment
- Task Details -- Completing a specific task within an assignment
- Delegations -- Delegating assignments or tasks to other team members
Reports
AccessPoint includes built-in statistical reporting dashboards.
- Reports Overview -- Introduction to reporting features
- Volume Report -- Request volumes over time
- Disposition Report -- Outcomes and dispositions
- Exemptions Report -- Exemption usage and frequency
- Compliance Report -- Deadline compliance rates
- Extensions Report -- Extension requests and approvals
- Consultations Report -- Third-party consultation tracking
- Complexity Report -- Request complexity analysis
- Retention Review -- Managing document retention schedules and review