To create and manage an Approval Gallery, assign a Standard User within your Organization the permission to Manage Galleries for your account.
To send an Approval Gallery, invite a Talent User to your Organization.
Gallery Manager Permissions
Users assigned to a role with the Manage Galleries for account permission selected have the ability to create and manage Approval Galleries. Account Admins will already have this box selected, though a custom role could be created to assign the corresponding permissions.
Creating a Talent User
To invite a Talent user
- Select the Admin Tab Users and select the Roles section
- Select Invite New User then Select Talent from the Dropdown menu
- Enter the user's email, any optional note for the invite email
- Click Invite to send the invite email
Once the User has accepted the invitation and set up their account, their Username will be listed in the Active tab. Talent users can be sent an Approval Gallery once they become an Active user.
Approval Galleries require an active Talent User in order to be shared.
What is a Representative User?
Representatives are users who can action within an Approval Gallery on a Talents behalf. They are linked to a Talent user when sharing an Approval Gallery. While Approval Galleries must be shared with a Talent User, Representatives are optional.
To invite a Representative (Rep) user:
- Select the Admin Tab Users and select the Roles section
- Select Invite New User then Select Representative from the Dropdown menu
- Enter the user's email, any optional note for the invite email
- Click Invite to send the invite email
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