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Home > Success Center > Web Help Desk (WHD) > Web Help Desk Getting Started Guide > Change management > Assign a department and client to an approver role

Assign a department and client to an approver role

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

Views: 63 Votes: 0 Revisions: 11

Prerequisite

This is the second task in the approval process example scenario. Before you start, you must complete the previous task:

Assign a department and client

In this task, you designate a client as the department approver. For example, Richard Meyers, the Director of IT, is assigned to the IT Department Approver role.

  1. Click Setup and select Processes > Department Approvers.
  2. Click the department. For example, Information Technology.
  3. Click Add Role.
  4. Select the Approver Role. For example, IT Department Approver.
  5. In the Client Lookup section, search for and select the name of the person you want to assign as the department approver.
  6. Click Save.

Next task: Create new status types

Last modified
18:30, 10 Oct 2016

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