How Do I Add Someone To My Portal?

Adding Approvers and Requesters to a Portal

Adding Approvers

(Must have Portal Approver permission or above to add another approver)

• 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 Requestors

• Click "Add" in the Requestors box.
• If the user was previously added as a Requestor in the portal, their name will appear in the Past Requestors section.
  • Select their name and click "Submit."
• To add a new Requestor:
  • Select "Add New Requestor" and click "Submit."
  • This will open the Add Requestor 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 Requestors.

   

Need Help?

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