Approvals can be configured and managed, by users with the Community Administration or Approval Administrator role.
| Note: Before community approvals are configured, community users must be set-up. For information about community users, refer to help article Manage Users Overview. |
Access Approval General Settings
To access the approval general settings, go to the Administration module > select Approvals > click the General tab.
The Manage Approvals screen consists of 7 tabs: General, Levels, Groups, Chains, Rulesets, Process and Holidays.
Each tab has a dedicated help article to assist with maintaining and updating. Please see the below for more detailed information about each section.
- General - Configure and manage general approval and escalation settings.
- Levels - Control the dollar amount users can approve up to, for delegated approvers and user self-approval.
- Groups - Allows multiple users to represent one step in an Approval Chain.
- Chains - Chains of delegated approvers where requisitions are routed.
- Rulesets - Approvals will route to a specific approval chain, based upon the ruleset and rules.
- Process - Approvals will route by Org Unit or Account Code.
- Holidays - Dates approvals will not auto escalate on.