Approver Tutorial

Hello, all,

Is there a video or written tutorial out there that would be great to pass along to those clients who are asked to do approvals? These clients are regular users, so we have come up with our own "cheat sheet" of helpful tips and best processes. I wasn't sure if there was anything additional Wrike (or a third party) has provided to allow our clients to fully understand what they are expected to do when they are asked to approve certain deliverables within Wrike.

Thanks!

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Hugh

Hi Katy Smith, I'd recommend sending on this article from our Help Centre! It provides guest approvers with instructions on how to use approvals. The Help Centre is a great resource for information about the product so I would always recommend checking it out whenever necessary.

Hope this helps! If you have any other questions, let me know 😊

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Thanks, Hugh! I'd like to clarify, Collaborators will receive the same Wrike approval email notification and approval view/process as Guest Users, correct? Same information pertains to both?

I think this was our sticking point. We were mistakenly under the impression clients should be Collaborators, and we didn't know a Guest User option existed when we were first introduced to Wrike. We recently found this out, and we're evaluating how to move forward - most likely move the majority of our Collaborators as Guest Users. We wanted to ensure the process was the same for everyone since we're unable to fully see their profile and/or settings.

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Hugh

Hi Katy Smith, that's correct! Both Collaborators and Guest users receive an email with a link to the approval and the process will be the same for both of them.

If you have any more questions, be sure to let me know!

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