(4) OPR - Adding Users to Online Plan Review
This guide is for SDL Portal admins working within Online Plan Review (OPR) who need to add someone to a plan review. Follow these steps when you want to grant a new user (with a specified role) access to collaborate on a plan review.
1. You can add users by going to the Plan Review Dashboard tools on the lefthand side of the screen - Click Users
2. Click Add a new user located at in the top right corner of the screen
3. Enter User Email, First/Last Name, Select the User Role from the drop down list and enter Phone Number.
4. Once all information is entered, click Save. This will add the user to the Online Plan Review
2. Click Add a new user located at in the top right corner of the screen
3. Enter User Email, First/Last Name, Select the User Role from the drop down list and enter Phone Number.
4. Once all information is entered, click Save. This will add the user to the Online Plan Review