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Approver Tutorial

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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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 knowย ๐Ÿ˜Š

    Hugh Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Katy Smith

    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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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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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!

    Hugh Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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