1. Click the New Collaborative User link in the Administration tab. This will open New Collaborative User page.

2. Type the user's email address in the User Attributes section of the page. After the user is added, they will automatically receive an email from which they can set up their password. As an administrator, you can also directly specify the password from this page. To do this, uncheck the Send Invite checkbox and type the password into the password fields. If this is unchecked, a user will not receive an email to set up their password since you have already done so. You can also specify the user's first name and last name from this section, but these fields aren't required.

You can click on the Preview Invite link to preview the email before it is sent out

3. Select a status for the user:

• Active: The user account is active.

• Inactive: The user account is currently inactive, but can be activated by the administrator at a future date. Users with inactive accounts cannot log in to Approval Manager.

4. In the customer field, you can assign a specific customer to the new collaborative user. If the customer has already been created, type the customer name in the field. If a previously created customer matches your query, its name will fill the field.

• You can also use the magnifying glass icon to look up the customer name. A popup window will appear with a list of customers to choose from.
• If the customer was not previously created, you can click the New link in this window to create a new customer.

Collaborative users assigned to a customer will only be able to create new approval processes for the customer to which they are assigned. If the customer field is left blank, collaborative users cannot assign customer information to any approval process that they create.

5. Type the time at which daily reminder email notifications should be sent to the collaborative user in the Daily Reminder Time field. This setting can be changed by the collaborative user in their Preferences page.

6. To assign the user to a group, click the check box next to the appropriate user group name(s) under the Group Membership section. Users may also be assigned to groups during the creation process of the user groups. When assigned to a group, the user will inherit the permissions set for the group.

If the collaborative user belongs to any group with the Collaborative User Entry & Edit permission granted, they will have the ability to create new users and/or modify and delete any collaborative user defined in the system.

7. Click Add to add the new collaborative user.