Setting Task Access

The Access tab enables you to add or remove Viewers and Approvers for the current task. It also enables you to specify the order of approvers. You can specify up to ten approvers and an unlimited number of viewers.

  To set task access:

  1. From the New Task dialog box, select the Access tab.

  2. Enter the first or last name of the user, then click Search.

    To specifically identify a user, click Advance, then enter a User ID, Email address, or Description.

    Tip:

    For additional details about the user, such as groups and roles, click Details.

  3. Optional: To change the order of approvers, select users, then click Move to Top, Move Up, Move Down, or Move to Bottom.

    Tip:

    To remove a user from the Approvers or Viewers list, select the user, then click Remove.