## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I allow my users to approve transactions in Zoho Books?

By default, only **admins** of the organization have approval access. You can give approval access to users of your organization by providing approval access to the role they are associated with.

To provide approval access for a role:

*   Go to **Settings** in the corner of the page.
*   Under _User and Roles_, click **Roles**.
*   Click [**New Role**](/us/books/kb/users-and-roles/custom-role.html) or click **Edit** next to an existing role for which you want to modify approval access.

**Note:** You will not be able to edit a pre-defined role. Instead, you can clone it and make the required changes.

*   Navigate to the **Sales** and **Purchases** sections.
*   Check the boxes under the **Approve** column to provide approval permission for the required sales and purchases modules. Additionally, you can enable approvers to Edit and Delete approved transactions by clicking on **More Permissions** besides the approve column.
*   Click **Save**.

To assign the newly created role to an user:

*   Go to **Settings** in the corner of the page.
*   Under _User and Roles_, click **Users**.
*   Click the user for whom you want to modify the role.
*   Click **Edit** on the user’s _Details_ page. A pop-up appears in which you can assign the desired role from the drop-down.
*   Click **Save**.

Your user preferences will be saved, and now, your users will be able to approve transactions.

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