Role: ✔ Admin, ✖ Accountant, ✖ Bookkeeper, ✖ Employee, ✖ Auditor
In today’s fast-paced work environment, efficiency and empowerment are key. Enter the Self Approval Policy - a feature designed to streamline processes and put more control into the hands of your team. With this policy, Admins have the flexibility to enable self-approval for selected users, allowing them to approve their own requests at their convenience without waiting for Admin intervention. It’s a smart way to enhance productivity and keep things moving smoothly!
In this article, we’ll guide you through the straightforward steps to enable Self Approval Policy, so you can start enjoying the benefits of this smart and efficient tool:
Adding Users to the Self Approval Policy
1. On your homepage, select 'Approval Policy' on the sidebar.
2. Select “Self Approval Policy”.
Alternatively, you can click “View Policy” under the “Invoice” or “Reimbursement” tab.
3. You will be taken to the Self Approval Policy panel. In this panel, there are 2 tabs for “Invoice” and “Reimbursement”.
Note: By default, any admin can do self-approval for both features.
4. Select the respective tab (“Invoice” or “Reimbursement”) for which you would like to grant users self-approval.
5. Expand the "Allow Self Approval for" Field to add the user(s) who can approve their own requests. You can then add users who can approve their own requests. Once you have selected the users, click ‘Apply’.
6. Once you are done, click ‘Save all changes’ to save your changes.
Your policy is now saved! Added users can now approve their own requests.
Removing Self Approval for Users
1. Under the Self Approval Policy panel, you will be able to view users who are under the policy.
2. Click the “X” button to remove any user from the policy.
3. Once you are done, click ‘Save Policy’ to save your changes.
Your policy is now saved! Removed users will no longer be able to approve their own requests.
Checking Your Policy History
Under the Self Approval Policy panel, click “Changelog History”.
You will now be able to view past changes made in the policy.
If you have any questions or need further assistance, don't hesitate to reach out to us at support@summitglobal.com. We're here to support you!