Add New Users to Mileage Entry or Personal Expense Conversations

Use the Mileage Entry Approval or Personal Expense Approval submodule to add new users to mileage entry or personal expense conversations.

To use Mileage Entry Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To use Personal Expense Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To add a new user to a mileage entry or personal expense conversation:

1. On the main toolbar, click Tasks .
2. Take one of the following actions:
   • In the left pane of the Tasks screen, click Approval > Mileage Entry Approval.
   • In the left pane of the Tasks screen, click Approval > Personal Expense Approval.
3. Highlight the entry or expense of the conversation that you want to add a new user to and on the grid toolbar, click Open entry card or Details sidebar .
4. On the side toolbar of the right pane, click Conversation or the Expense conversation.
5. In the right pane, click Show the conversation options and select Add user to conversation.
   Alternatively, under the Type a comment or drag files here field, click Add users to the conversation .
6. In the Add Users dialog box, select New user as a source and enter or select the applicable parent resource, contact name, contact email, and contact image from the corresponding drop-down lists.
7. Click Create user.
   WorkBook displays the added new user as a new user at the bottom of the dialog box.
8. Click Confirm.