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Add/remove approval values from roles

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

  1. Go to Approval Rules - Approval Rules and click on View.
  2. 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.
  3. Click on the Add. button above the list


In the form that appears:

  1. Select the appropriate role to be have approval rights on the selected values in the Selectable Roles list. 
  2. Select the approval amount, we recommend that you always use the General amount.
  3. 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

  1. Go to Approval Rules - Approval Rules and click on View.
  2. 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.
  3. Click on the Delete. button above the list

In the form that appears: 

  1. In the Selected Roles list, select the roles that should remain on the current accounts.
  2. 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.
  3. Click Save and the role(s) will be removed from all selected values.

The lists can be filtered using the boxes above each column.