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

• Navigate to the "Access" tab.
• Click "Add" and select Approver.
• Select to add the approver from past users or from the contact list.
• If the user is not found, select Add New and enter their email address. 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

• Navigate to the "Access" tab.
• Click "Add" and select Requestor.
• Select to add the requestor from past users or from the contact list.
• If the user is not found, select Add New and enter their email address. Select "Add user via email address."
• The user will now appear in the list of Requestors.

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Need Help?

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