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Hi! I'm wondering if it is possible to set up an approval for a guest reviewer. I'm hoping to upload files to Wrike for guest reviewers to be able to review/approve without them needing to added as external collaborators.
Thanks,
Jameson
Folllowing List for Post: Approvals for guest reviewers
[this list is visible for admins and agents only]
https://help.wrike.com/hc/en-us/articles/360009639733-Inviting-Guest-Reviewers
Whether or not you can do this will depend on your license type.
Hello Jameson Sedlacek, thanks for posting!
It is possible to set up approval for guest reviewers without adding them as a user in Wrike. The guest user receives an email invitation to review and can comment on and approve files without having to join an account. Here is more detail on how to set it up. Please let me know if you have any questions 🙋🏻♀️
Cansu Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online
Cansu Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online
@..., thanks for your reply!
I took a look at the documentation you linked to. When I check the box next to the file I want to add to review, I see "Select for approval", but not "Start gues review". Am I missing a step in setting it up?
Thank you,
Jameson
Sarah Dungey We're using Wrike for Marketers, so I believe we should be able to.
Jameson Sedlacek it may be a security setting by your admin. If you are not the account owner or a full admin, you may need to request this feature.
Sarah Dungey That was it! It works now. Thank you for your advice!