How Do I Assign a User to an Approval Path?
Assigning users to an approval path allows them to approve the documents the approval path has been assigned to. You can assign users to an approval path when creating a new approval path. You also have the option to assign users to an existing approval path.
To assign existing users to a new approval path:
- On the left menu, go to Settings and click ‘Approval Paths’.
- Click ‘New Approval Path.
- Enter the name and description.
- Select the user(s) from the dropdown options.
- Click ‘Save & Submit’.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. occurrence date, issued by, project and location.
This is required before you can add a new approval path:
- Set up Users.
To assign users to an existing approval path:
- On the left column, go to Settings and click ‘Approval Paths'.
- Click on the approval path you want to assign users to.
- In the ‘Users’ section, click ‘Enter Users’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of users, tick the box(es) you wish to add/remove.
- You also have the option to select all, click on the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- Click 'Close'.
- The users you have selected will now be added to the approval path.
This is required before you can assign users to an existing approval path:
- Set up Users.