What is an FYI / CC User?

Some users might want to be notified about an approval, but don’t necessarily need to approve or reject changes to an item. A good example of an FYI user might be a Manager or Studio Manager.

There have been some recent changes to the FYI recipient logic. 

• they will be notified of the approval request via email;
• they are now marked as a 'cc' instead of 'fyi' on the workflow

• they will have access to the approvals view, where they will be able to see any current public comments and approval decisions however;
• they will not be able to (and aren't required) to give feedback via the approval screen view in admation, and;
• they will be unable to respond to comments left by users on the approval trail

The CC user is great for users who would like a bird's eye view of a job's progress, without needing to leave comments or a final decision in the system.

Adding a user as an FYI / CC User from the Simple Screen

To add an CC user, go to your project under the Projects list and select your deliverable. Click Submit for Approval at the top of the screen and select the items you’d like to submit.

Only items with artwork added will show in this section. Click Continue.

Under the Approvers section, type in the name of the users or group you’d like to submit your work to. 

To add a user as a CC:
Click the CC button next to the user's name. The button will turn blue to indicate the user has been added as a CC.

To submit to a group:
Type the group’s name in the search bar, select the group from the list, then click the CC button next to the desired user's name within the group.

Adding CC users to Existing Workflows 

It is also possible to add CC users to an existing workflow by editing that approval workflow.

• You don’t have access to the project
• The workflow is complete and fully approved
• Someone has requested changes on the workflow previously.