The requestor automatically defaults to the user logged in to Iron Mountain Connect Records Management. If you are placing this order for someone else, change the requestor as show below.

1. Click the Change User link.  The Update Requestor screen opens. 
2. Select the records that this change will apply to:

3. Highlight and click to select the new requestor.  You are returned to the Retrieval Order Wizard Step 1: Retrieval Order Cart Items.  The requestor has been applied based on your settings.

Modifying a Requestor

The Modify button is not available and you are not able to modify requestors that are Iron Mountain Connect Records Management users and have an Iron Mountain Connect Records Management login ID.

1. From within the Update Requestor screen, click the Modify button at the right of the record you need to modify.
2. Update the requestor’s first and last name and email address.
3. Click Save. The change is entered and you are returned to the Update Requestor screen.

 

Adding a New Requestor

1. From within the Update Requestor screen, click the Add New button.
2. Enter the requestor’s first and last name and email address.
3. Click Save. The requestor is created and you are returned to the Update Requestor screen. Requestors are listed in alphanumeric order by first name. Filter or page through records to find and select the requestor you created.