Prerequisites
Before you begin, ensure you have:
Admin access.
Step-by-Step Instructions
1. Access the Admin section:
Navigate to the Admin Console from your main dashboard.
2. Open Approval Hierarchy:
Click on the Approval Hierarchy option, found inside the hamburger menu.
3. Add a New Level OR Edit an Existing Level:
Select "Add Level" or edit an existing level.
Enter the Level Name, Description, and the authorization (amount) limit.
Save the changes.
4. Assign Authorization Limits to Users
Go to the Users section.
Find the user you want to assign a higher authorization limit to and click "Edit."
Select the authorization limit from the dropdown for the user.
Save the changes.
FAQs and Troubleshooting
What if I can't find the Approval Hierarchy in the menu?
Only admins have access to the "Approval Hierarchy" section, please ensure you have the admin privileges.
Will the limits be automatically forced?
No, the approval workflow must be set to "HR hierarchy" to support this. Under Admin view, go to Configurations > Manage Workflows to access the approval workflows created for your account.