How to Add Approvers and Requesters to a Portal

Adding Approvers and Requesters to a Portal

1. Navigate to the portal you want to manage.

Adding Approvers

• Click "Add" in the Approvers box.
• Search for the user by name or email.
• If the user is not found, enter their email address and select "Add user via email address."
• The user will now appear in the list of Approvers.

Note: Approvers can also submit requests. You do not need to add them as a Requester separately.

Adding Requesters

• Click "Add" in the Requesters box.
• If the user was previously added as a Requester in the portal, their name will appear in the Past Requesters section.
  • Select their name and click "Submit."
• To add a new Requester:
  • Select "Add New Requester" and click "Submit."
  • This will open the Add Requester box, where you can:
    • Search for an existing user in the system.
    • If the user is not found, enter their email address and select "Add user via email address."
• The user will now appear in the list of Requesters.

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Need Help?

If you're experiencing technical issues, email amp@c3presents.com with a summary of your issue