I need to add a user to a workflow but their name isn't showing within the list. How can I add the user to this workflow?

Adding a user can be done quickly and easily, but only admin users can amend user's permissions.  If you are not an admin, please contact your DotApprove admin user or alternatively contact the DotApprove Customer Success Team.   


You will need to go into ‘User Management’ on the ‘Home’ tab. 




Click beside the required user’s name on the drop down, then select ‘Edit User’s Groups’.  




Select the Workflow permissions the user requires and select ‘OK’.



The user has now been added to the workflow so you will be able to select them from the user list. 


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