Role: ✔ Admin, ✖ Accountant, ✖ Bookkeeper, ✖ Employee, ✖ Auditor
The Self Approval Policy allows Admins to enable self approval for selected users. This allows such users to approve their own requests at any time without the need for an Admin.
Adding Users to the Self Approval Policy
1. On your homepage, select ‘Settings’ and click ‘Approval Flow’.
2. Select “Self Approval Policy”.
Alternatively, you can click “View Policy” under the “Bill Payment” or “Reimbursement” tab.
3. You will be taken to the Self Approval Policy side panel. In this panel, there are 2 tabs for “Bill Payment” and “Reimbursement”.
Note: By default, any admin can do self-approval for both features.
4. Select the respective tab (“Bill Payment” or “Reimbursement”) for which you would like to grant users self-approval.
5. Click “Add User(s)”.
6. You can then add users who can approve their own requests.
7. Once you have selected the users, click ‘Add’.
8. Once you are done, click ‘Save Policy’ to save your changes.
9. Your policy is now saved! Added users can now approve their own requests.
Removing Self Approval for Users
10. Under the Self Approval Policy Side panel, you will be able to view users who are under the policy.
11. Click the “X” button to remove any user from the policy.
12. Once you are done, click ‘Save Policy’ to save your changes.
13. Your policy is now saved! Removed users will no longer be able to approve their own requests.
Checking Your Policy History
14. Under the Self Approval Policy side panel, click “Changelog History”.
15. You will now be able to view past changes made in the policy.
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