Prerequisites
Before you begin, make sure:
You have the admin role.
Step-by-Step Instructions
Step 1: Access Admin Console
Log in and navigate to the admin console.
Click on "Configurations" and then select "Manage Privileges."
Step 2: Edit Privileges
Edit the role for which you want to enable the privilege of Ad-hoc Approvals. Only users with this privilege will have the option to add an approver.
Step 3: Enable Ad-hoc Approvals
Scroll down to "Approvals" and check the Adhoc Approval option.
Click "Update Privilege" to save the changes made.
Step 4: Switch to Standard Console
Switch back to the standard console.
Step 5: Open Document
Open any document (request/purchase order/invoice) in the pending approval state.
Step 6: Add Approver
You will see the option to add an approver after each approver. Click on "Add Approver."
Select the user from the Ad-hoc Approval dropdown whom you want to add as an approver in the document.
Click "Create Approval."
Step 7: Verify New Approver
You will notice the new approver gets added.
FAQ
Who can enable Ad-hoc Approvals in ProcureDesk?
Only users with admin roles can enable Ad-hoc Approvals.
2. Can I add more than one Ad-hoc approver?
Yes, you can add multiple Ad-hoc approvers to a document by repeating the "Add Approver" process for each approver you want to include.
3. Can I add an Ad-hoc approver to an approved document?
No, you can only add an ad-hoc if the document is in the pending approval state.