Customise your approval groups

Set the approver permission

Modify approval requests

Procurement Workbench

Allow multi approval

Create an approval group

Add a user to an approval group

Admin Home > Approvals > Approval Groups

We recommend that you use approval groups when you're adding a user to the approval process. This is a more efficient way of managing your approval process than simply assigning individual users, which can cause issues if a person leaves the company.

A user can be made a member of multiple approval groups, which is especially useful if a person changes roles within the company and must make approvals in multiple teams or departments.

Scroll down to see our simple how-to guides.

 

Give a user access to approve/deny requests

The permission to approve or deny requests must be set on the user's profile to allow them access to an approval group.

Follow these steps to give a user this permission.

  1. In Admin Home, go to the Security tab, and click User Accounts.mceclip0.png

  2. Find your user. You can use the drop-down and search bar for faster results.

    Click the record to open their details.

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  3. Go to the Module Access tab.mceclip2.png
  4. Locate Approvals, and tick the check box to enable Approve/Deny Requests.mceclip3.png 

The user can now be added to an approval group. Jump to Create an approval group, or keep reading to find out more about the permissions available under approval module access.

 

Modifying Approval Requests

This feature allows approvers to edit the transaction and the fields that have been captured as they make the approval.

A finance team can create an invoice coded with their account code, but the departmental approver may need to change the coding to a specific account code and then approve it.

To give a user permission to modify an approval request, tick the check box in the user's approval module access.

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Procurement Workbench

The Procurement Workbench tick box is useful to activate if you have an in-house procurement team who can check the approval request for pricing variations on other products and companies.

For more information please contact client services at clientservices@compleatsoftware.com.

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Allow multi-approval

Ticking the Allow multi-approval check box will allow exactly that in the user's Approvals tray.

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With this level of access, on the approvals screen, the user will be presented with a new column of check-boxes which will allow the batch processing of approvals rather than having to individually select each transaction.

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Create an approval group

  1. In Admin Home, go to Approvals, and click Approval Groups.mceclip4.png
  2. Click Create New. mceclip10.png
  3. Give your approval group a name.mceclip11.png
  4. On the right, click Add or Remove Users.mceclip6.png
  5. To add users to the group, drag users from the left pane to the right. mceclip12.png
  6. Click OK.

  7. Don't forget to save your changes.

    In the bottom right, click Save Approval Group.

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Add a user to an approval group

  1. In Admin Home, go to Approvals, and click Approval Groups.mceclip4.png
  2. Use the search bar to find the existing group and click Go.mceclip5.png
  3. Once found, click the group you want to amend.
  4. On the right, click Add or Remove Users.mceclip6.png
  5. A window appears with a list of users on the left and existing users in the approval group on the right.mceclip8.png
  6. To add a user to the group, drag their name from the left pane to the right. 
  7. If a user(s) need to be removed, drag them from the right pane to the left.mceclip9.png
  8. Click OK.

Nice work!
You know all about how to make changes to approval groups, and how to add and remove users.

 

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