Approvers set up

Approvers set up

What’s included in this guide

• Adding /Amending Authorisation Users
• Deleting a User

Video guide

Adding /Amending Authorisation Users

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• First and last name: these fields are required. For ease when finding corresponding records, try to use the same details that were used when creating the system user
• System user: approval user profiles are linked to the corresponding system user by selecting the system user from this look-up field
• Email: enter the email address of the approver – this is a mandatory field
• Job Title: this is not a required field but can be used to capture this data if required
• Department: this is not a required field but can be helpful when creating approval templates

Deleting a User

Deleting a user will remove them from the system. To remove a user, simply check the box next to their name and select Remove from the left-hand menu.

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