Master Data Governance Platform Access Request

Streamline Data Governance Access with Paperform

Managing access to your master data governance platform shouldn't require endless email chains and manual approval workflows. This Master Data Governance Platform Access Request template helps IT teams, data governance officers, and CDOs efficiently onboard new data stewards, analysts, and business users to critical data management systems.

Why Master Data Governance Access Matters

As organizations mature their data strategies, controlling who can view, edit, and configure master data becomes mission-critical. Whether you're implementing MDM (Master Data Management), establishing data quality standards, or providing transparency through data lineage tracking, proper access controls ensure data integrity while enabling the right people to do their jobs effectively.

This template is designed for organizations running enterprise data governance platforms—think Collibra, Informatica, Alation, or custom-built solutions—where permissions must be carefully managed across data domains, stewardship responsibilities, and technical configuration rights.

What This Template Covers

The form walks requestors through a structured access request process that captures:

• User identification and departmental context to understand who's requesting access and why
• Role-based access selection including viewer, data steward, data owner, quality analyst, and administrator levels
• Data domain assignments so users only access the customer, product, financial, or operational data relevant to their role
• Specific permission requirements for data quality rule configuration, lineage visualization, metadata editing, and glossary management
• Business justification to maintain audit trails and ensure access aligns with job responsibilities
• Manager approval details for proper authorization workflows

Built for IT and Data Governance Teams

If you're an IT manager, data governance officer, chief data officer, or enterprise architect, this template gives you a repeatable, auditable process for access provisioning. Rather than fielding ad-hoc Slack messages or trying to remember who requested what permissions, you'll have a centralized system that:

• Captures all necessary context in one submission
• Routes requests to the appropriate approvers
• Creates an audit trail for compliance and security reviews
• Reduces back-and-forth by collecting complete information upfront

For data stewards and business analysts requesting access, the form provides clarity on exactly what permissions are available and what each role can do within the platform.

Industries That Benefit Most

This template is particularly valuable for:

• Financial services managing customer and transaction data across regulatory boundaries
• Healthcare organizations handling sensitive patient information with strict access controls
• Retail and e-commerce companies governing product, inventory, and customer master data
• Manufacturing firms managing complex supply chain and product lifecycle data
• Pharmaceutical and life sciences organizations tracking clinical trial and regulatory data
• Technology and SaaS companies building data-driven products that require robust governance

Automate Your Approval Workflow with Stepper

Once someone submits an access request, the real work begins—routing to managers, provisioning accounts, updating role matrices, and sending confirmation emails. Rather than handling these steps manually, connect this form to Stepper, Paperform's AI-native workflow automation platform.

With Stepper, you can:

• Automatically route approval requests to the appropriate manager based on the user's department
• Create tickets in your ITSM platform (ServiceNow, Jira Service Management) when access is approved
• Update your access control spreadsheet or database with new user permissions
• Send customized onboarding emails with platform login instructions and training resources
• Trigger Slack or Teams notifications to your data governance team
• Log all access grants in your audit system for compliance reporting

This transforms a manual, multi-day process into an automated workflow that ensures consistent provisioning while keeping everyone informed.

Compliance and Security Built In

For organizations subject to SOC 2, ISO 27001, GDPR, or industry-specific regulations, having a formal access request process isn't just good practice—it's often required. This template helps you:

• Demonstrate proper access controls during audits
• Maintain detailed records of who requested access, when, and why
• Ensure manager approval is documented before provisioning
• Track access changes over time as people change roles or leave the organization

Paperform is SOC 2 Type II compliant, meaning your access request data is handled with enterprise-grade security. Forms can be embedded in your intranet, shared via SSO-protected links, or integrated directly into your employee portal.

Customization for Your Data Governance Stack

Every organization's data governance implementation is unique. You might use different terminology (data custodian instead of data steward), manage different data domains (geospatial data, IoT sensor data), or have additional permission layers (data masking configuration, purge request rights).

The beauty of Paperform's doc-style editor is that you can adapt this template to match your exact requirements—add new permission checkboxes, insert conditional logic to show advanced options only for senior analysts, include approval routing based on sensitivity levels, or integrate with your identity management system via webhooks.

Get Started in Minutes

This template is ready to use immediately, with no coding required. Simply:

1. Customize the role types and data domains to match your organization
2. Adjust the theme to align with your IT department's branding
3. Set up email notifications to your data governance team
4. Optionally connect to Stepper for automated approval routing and provisioning
5. Share the form link via your employee portal, intranet, or IT service catalog

Whether you're just establishing your first data governance framework or scaling an existing program across multiple business units, this template provides the structured intake process you need to maintain control while moving quickly.

Trusted by data-driven organizations worldwide, Paperform gives IT and data teams the flexibility to build professional access request forms without waiting on developers. With native integrations, conditional logic, and workflow automation through Stepper, you can turn a paper-based or email-driven process into a modern, compliant access management system in less than an hour.