Approvals can be configured by users with the Community Administration or Approval Administrator role. Administrators can access the approval options by going to Administration Module -> Approvals.
| Before your approvals are configured you will need to set up your users. For more on this see Manage Community Users. |
Manage Approvals
Each tab within the Manage Approvals page has a dedicated help article to assist in updating and maintaining Approvals within Unimarket. Please see the below for more detailed information about each section.
General - allows your community administrators to configure general approval and escalation settings.
Levels - levels control the dollar amount a user can clear up to both for delegated and self approval.
Groups - allows multiple users to represent one step in an Approval Chain (must be enabled for your community to appear).
Chains - chains of approvers where requisitions are routed.
Rulesets - Approvals will route to a specific approval chain based on the rules set up here.
Process - Approvals in Unimarket will route by either Org Unit or Account Code.
Holidays - Dates that approvals will not auto escalate on.