Approvals in the system are configured and managed by users with the Community Administrator or Approval Administrator role. Administrators can access these settings via the Administration module.
Prerequisite: Before configuring approvals, your community users must be set up.
Accessing Approval Configuration
Navigate: Go to the
Administrationmodule.Select: Click Approvals.
Manage Approvals Tabs Overview
The Manage Approvals screen displays several tabs. Each dedicated to a specific aspect of the approval process:
| Tab | Description |
|---|---|
| General | Configures general approval and escalation settings (e.g., reminder periods, requiring a reason on decline, proxy approval). |
| Levels | Controls the dollar amounts a user can approve, for both delegated authority and self-approval limits. |
| Groups | Allows multiple users to represent a single step in an Approval Chain (this tab is only visible if the feature is enabled for your community). |
| Chains | Defines the sequential route of approvers that requisitions are sent to. |
| Rulesets | Sets up the rules that determine which specific Approval Chain, a requisition will be routed to. |
| Process | Determines the method by which approvals route—either by Org Unit or Account Code. |
| Holidays | Lists specific dates on which automated approval escalations will not occur. |