Self Approval

  • Updated

Self-approval is an effective way to streamline the procurement process for low-value items by allowing requisitions to bypass traditional approval chains if they fall under a specific dollar threshold.

 

How Self-Approval Works

  • Logic: The system checks the purchasing user's profile for a self-approval limit before searching for an external delegated approver.

  • Automatic Approval: If the total spend is below the user's designated limit, the requisition is automatically approved.

  • Scope: This limit applies to all spend initiated by that user.

 

Managing Self-Approval Levels

Only users with Community Administrator or User Administrator roles can manage these settings.

 

Adding a Level

  1. Navigate to the Administration module > Users.

  2. Locate the specific user and select Edit.

 

  1. In the Self Approval Level field, select the desired level from the options and click Save.

 

Removing a Level

  1. Navigate to the Administration module > Users.

  2. Locate the user and select Edit.

 

  1. In the Self Approval Level field, click the "x" next to the assigned level and click Save.

 

Disabling Self-Approval

If your organization decides to stop using individual self-approvals entirely, Administrators can:

  • Manual Removal: Remove the level from every user's profile.

  • Rule Removal: Contact your Unimarket Customer Success Manager to have the Self-Approval rule removed from the community's global approval process.

Note: For specialized workflows, refer to the Group Self Approval Process documentation.