There are different ways to add and remove approval rights for users. The easiest is to do everything on the role form when creating a role but if you already have existing roles, and need to add values for these roles to approve, you can go to Approval Rules - Approval Rules.
Add approval values to existing roles
- Go to Approval Rules - Approval Rules and click on View.
- Select the values that are relevant in the list,
- Use Ctrl/Shift to select multiple values at once.
- Filter the list by typing in the boxes above each column.
- Click on the Add. button above the list
In the form that appears:
- Select the appropriate role to be have approval rights on the selected values in the Selectable Roles list.
- Select the approval amount, we recommend that you always use the General amount.
- Add the role to the Selected roles list by selecting the role and clicking on the > button.
The lists can be filtered using the boxes above each column.
Remove the approval role from an account
- Go to Approval Rules - Approval Rules and click on View.
- Select the values that are relevant in the list,
- Use Ctrl/Shift to select multiple values at once.
- Filter the list by typing in the boxes above each column.
- Click on the Delete. button above the list
In the form that appears:
- In the Selected Roles list, select the roles that should remain on the current accounts.
- Move these to the Selectable roles list by clicking on the < button. In the box for Selected roles, the roles to be removed should be located.
- Click Save and the role(s) will be removed from all selected values.
The lists can be filtered using the boxes above each column.