Simple Approval

If you want records in a module to require approval before further actions, but prefer a simple process where any user with approval permission can approve them, you can set up Simple Approval.

Configure Simple Approval

To allow any admin or user with approval permission to approve records in a module, you can set up Simple Approval. Here’s how:

• Go to Settings in the top right corner.
• Click the module for which you want to set simple approval.
• Go to the Approvals tab.
• Click Simple Approval.

Approvers

The users who can approve records in this module will be listed. This list is based on the roles that have permission to approve records in the module. To change the module’s approvers, you need to update the permissions for the roles that the listed users belong to.

Approval Preferences

You can configure approval preference to grant users the ability to self-approve by checking the option Allow approvers to approve the transactions they create.

Notification Preferences

• To configure notification preference for approvers you can check the option Send email and in-app notifications when transactions are submitted for approval. You can further configure who receives the notification by checking:
  • Notify all approvers when a non-approver submits a transaction.
  • Notify all approvers when an approver/non-approver submits a transaction.
  • Notify a specific email address.
• To configure notification preference for submitters you can check the option Notify the submitter when a transaction is approved or rejected.
• Click Save after configuring the approval.

The notification preference will be updated.