How do I set writers/approvers or experts within my Discovery?


Writers and Approvers can be changed at a Section level or a Question level.
 
If you are the only User, you will need to add a New User [see Add a User] button. 

OR

 
This screen will appear, you can send it to multiple contacts if needed:
 

OR

 
A Team Member* will also be able to answer on your behalf if you have set their toggle from the Dashboard page to Read Only [NO], be sure to press the [SAVE] button after toggling YES or NO. Access this through Discovery Dashboard > Project Details > TEAM MEMBERS
 
 
*However, Team Members will not come up in your options for Writer or Approver drop-down for a workflow, they can come in and write/approve for you.
 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request