How To: Add a New User to an Existing Assignment or Report

To add a user to an existing Assignment or Report please follow the steps below:

1. Open the Admin Console and click on the ‘Workflow’ menu at the top of the page. Select ‘Assignments’.
2. Select the Assignment you would like to add the user to.
3. Click on the Tree icon to add to the Approval Tree.
   
4. In the ‘Approval Tree Levels’ section, click the ‘+’ icon to add a new user. Select the user you wish to add, then click ‘Back’.
   
5. In the ‘Assignments’ section, click on the star icon to add the user to the security group.
   
6. Add users to the security group by clicking on the ‘+’ icon in the ‘Users’ category. Proceed to select the user of choice.
   
7. Add the security members to the dimensions by clicking on the pencil icon under the ‘Members’ category.
8. Once back in ‘Assignments’, choose the assignment you wish to generate. Click the lighting icon to start the generation.
   
9. Click the refresh icon until the ‘Generated Date’ is displayed.