Add New Users to Creditor Invoice Conversations

Use the Creditor Invoice Approval submodule to add new users to creditor invoice conversations.

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

To add a new user to a creditor invoice conversation:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Approval > Creditor Invoice Approval.
3. Highlight the creditor invoice of the conversation that you want to add a new user to.
4. in the left pane of the bottom grid, click Invoice conversation .
5. 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 user as a new user at the bottom of the dialog box.
8. Click Confirm.