Summary:

The Purpose of this article is to show you how to add a user group under as a recipient under Discussions on an invoice.

 

Instructions:

• Under the Discussions tab on the invoice when we click on 3 dots to select the recipient, it shows 3 options, Users, Groups, and Favorites.

               

 

• This Groups option contains the User Groups from the Automation and Procurement Admin, which are selected as 'Use as recipient user group'.

             

 

• Only the user groups that have 'Use as recipient user group' checked will be visible under the Groups option under Discussions.
• If a group is selected for discussion, the discussion email will be sent to all the member assigned to that user group.

 

If you have any queries or any concerns, please reach out Basware Support Team.