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
Navigate to the Administration module > Users.
Locate the specific user and select Edit.
In the Self Approval Level field, select the desired level from the options and click Save.
Removing a Level
Navigate to the Administration module > Users.
Locate the user and select Edit.
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.