One convenient feature of Approval Manager is the ability for Managers to create new collaborative users on-the-fly. This removes the burden of having to get the system Administrator involved just to add users not yet in the system but who you want to add as managers, reviewers, or producers of a proof.
New Collaborative Users can be created by existing internal users and collaborative users, provided that they have management responsibilities for a proof and have been granted the "Collaborative User Entry and Edit" permission by the Administrator.
The following restrictions apply to new users created by other non-Administrator users:
Only Collaborative Users can be created in this fashion. Internal users should still be created in the system by the Administrator user.
Any user created by a collaborative user who is assigned to a customer will automatically be assigned to the same customer.
Any user created by a collaborative user who is NOT assigned to a customer cannot be assigned to a customer.
Procedures
Creating and Adding New Users
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.
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