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Request Details from Administrators

This article describes the proper workflow of requesting details from your administrators.

Updated over 11 months ago

Users can ask administrators to upload specific details they need into Pirros. This is a simple process that allows administrators to review detail requests before they are uploaded into the system.

To request a detail, follow these steps:

  1. Click on the Details tab at the top navigation bar and click Request Details at the top right:

  2. Type your request details in the Request Information field and attach any relevant files as needed:

  3. Click Submit:

  4. Once submitted, you will need to wait until an administrator in your firm approves your request and uploads the relevant details.

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