What happens when I select a user in the ‘Submits To’ section?

When an admin selects an approver in the Submits To section, the records created by the user will be submitted to the approver you select, for approval.

  1. Click Admin View.
  2. Click the icon in the top right corner.
  3. Go to Users under Users and Control.
  4. Select a user and click the edit icon in the top right corner.
  5. Choose an approver for the user from the Submits To dropdown.
  6. Click Save.

Protip: You can also set a criterion, if required. You can choose to submit to an approver only if a record exceeds a certain amount.

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