Adding collaborators to a project

You can add or remove users from a document processing project in the Business Automations view.

Procedure

To update collaborators for a project:

  1. In the Business Automations view, click Document processing, then click the tile for the project that you want to update.
  2. Click the Collaborators tab.
    The users that have permissions for the project are listed.
  3. To add another user, click Add, and enter a user name into the search field.
  4. Select the user or users that you want, and click Add.
    The users are added to the Collaborators list.
  5. If needed, you can delete Project Admins from the list by using the delete icon.
    You cannot delete Manager users from the Collaborators list for the project.