How to Assign Approval Systems to a User

1. Go to Tools > System Configuration

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2. Go to User Setup tab > find the user to assign the approval system(s) to

3. On right hand side of user's set up, go to Approvals tabPiRMBVtc3v.png

4. Select Pre-Approval and/or Post Approval user needs to be assigned*

5. Click Save.

 

*Priority (How to Configure Approvals for Offices and Regions): one or none can be chosen

  • Office Priority = if selected, an approval system assigned to the office an estimate is created in will take priority over the approval system assigned from within the dropdown
  • Region Priority = if selected, an approval system assigned to the region an estimate is created in will take priority over the approval system assigned from within the dropdown
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