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  1. Common Questions and Issues for the Customer Experience Team
  • December 22, 2022 21:35
  • Updated

How to assign Approval permission

Goal:

  • Assigning Approval Role 
  • Assigning Approval Permission with Location and Department 

The following article outlines how to Assign the Approval Role to a user. Before a user can be assigned to an Approval Routing Group, they must first be assigned the Approval Role and permission to Approve for the appropriate Location/Department. Due to customization, your interface text may differ for Location and Department. Learn more here.


Steps:

  1. Select Settings on the left-hand navigation bar 
  2. Select Manage Users 
  3. Locate the user in question, and click their name
  4. Select the Roles & Permissions tab at the top of the screen
  5. Select Edit Permissions 
  6. Select the checkbox next to Approve 
  7. Select Apply

You've assigned the Approval Role! 

 

Additional Information: 

  • Next, review the article How to add a user to an Approval Routing Group
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