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- Click any User Selector button (
) in the Manager assignment field, the Production stage, or any Review stage. The corresponding Select Managers, Reviewers, or Production Staff page will open.
- Click the Create New User link in the lower left corner. This will open the New Collaborative User page in a new browser window. If a "Create New User" link does not exist in the Select Managers, Reviewers, or Production Staff page, the Administrator has not granted you permission to create new Collaborative Users.
- Type the email address of the new Collaborative User in the Login/Email field. Unlike Internal Users, Collaborative Users use their email address to log in to Approval Manager.
- Set the status to Active or Inactive by clicking the corresponding radio button. Only Active Collaborative Users will be able to log in to Approval Manager.
- Type the first and last names of the new Collaborative User in the appropriate fields.
- Enable the Send Invite checkbox to send the new Collaborative User an email notification indicating that an account has been created for them in Approval Manager.
Note: Customer Invitation email notifications will contain the user name and password required for the user to log in to Approval Manager. Note: If you are a Collaborative User who is creating another Collaborative User, the Customer field will already be filled out with your customer information. This cannot be changed. If you are not assigned to a customer in Approval Manager, the Customer field for the new Collaborative User will be blank and not editable. - Type a time at which the Collaborative User should receive his/her daily reminder notifications in the Daily Reminder field.
- Click Add (
) when finished defining the properties of the new Collaborative User. The new Collaborative User will be created in the system and assigned as a Manager, Producer, or Reviewer to the current Approval Process.