KBA-11-02-017- Adding New User to Approvals

Modified on Thu, 5 Jun at 5:25 PM

Introduction

This is a general guide on how to add new Users to your Approvals system. 

Resolution

Step 1 - Go to the Users tab in your Approvals system:


Settings Gear Wheel > Users


Step 2 - Find the Add User button at the top right of the screen:



Step 3 - Fill in their Name, Draycir Account Email (email used to access Approvals) and Notification email (email they want to receive notifications) 


Step 4 - Tick the box/s of which permissions you would like this User to have.



Step 5 - Once all the above has been completed, the new User will receive and email to setup & sign in to Approvals.


Knowledge Base Article Details

Related ProductSpindle Purchase Invoice Recognition
Reference NumberKBA-11-02-017
Document Date05/06/2025
Original AuthorDylan Thompson
Document Version1.0
Last Updated 05/06/2025
Update Author
KeywordsApprovals, New User, User


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