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Create an approver role

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Created by Melanie Boyd, last modified by Melanie Boyd on Oct 11, 2016

Views: 87 Votes: 0 Revisions: 12

Creating an approver role is the first task in the approval process example scenario.

An approver role provides dynamic approver assignments based on the department or location associated with a ticket. A department approver role approves or rejects tickets for a specific department.

You can only use one department approver in a process. If you require multiple department approvers to approve a request, configure the process with client approvers.

In the following example, the IT Department Approver role is created for the Information Technology department.

  1. Click Setup and select Processes > Approver Roles.
  2. Click the Department Approver Roles tab.
  3. Click New.
  4. In the Approval Role Name field, enter a name that describes the role.

    For example: IT Department Approver

  5. Click Save.

Next task: Assign a department and client to an approver role

Last modified
18:29, 10 Oct 2016

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