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Easy Procure Help

 

1. How to edit approvers
2. How to add new approvers
3. How to set up approval for a new user
Glossary

 

1. Editing approvers

For best results view full screen with audio enabled

 

Summary - Editing approvers
  1. Click My Account > Approvals
  2. Search for a user or approver by name, user name or email address
  3. Select the appropriate group and click "Edit"
  4. Make changes to the "Approvers" section as required
  5. Write a comment
  6. Click "Save"

 

 


 

2. Adding an approver

For best results view full screen with audio enabled

 

Summary - Adding an approver
  1. Click My Account > Approvals
  2. Click "Create New Approver Group"
  3. Click "Edit"
  4. Select "Approvers" and then click "Add a tier"
  5. Search for the approver(by name or email address)
  6. Drag the user to the right
  7. Repeat for as many approvers as necessary
  8. Select "User" under "Relationships"
  9. Select the appropriate type of approval
  10. Click "Add" and search for the user
  11. Write a comment
  12. Click "Save"

 

 


 

3. Adding approvals for a new user

For best results view full screen with audio enabled

 

Summary - Adding approvals for a new user

Part 1 - Create Approval Group for the user

  1. Click My Account > Approvals
  2. Click "Create New Approver Group"
  3. Name the group
  4. Select "Approvers" and then click "Add a tier"
  5. Search for the approver(by name or email address)
  6. Drag the user to the right
  7. Repeat for as many approvers as necessary
  8. Select "User" under "Relationships"
  9. Select the appropriate type of approval
  10. Click "Add" and search for the user
  11. Write a comment
  12. Click "Save"

 

Part 2 - Add user to a Order Rule

  1. Click My Account > Order Rules
  2. Choose a rule for the user
  3. Edit the rule
  4. Select "Include" under "Rule Targets"
  5. Search for the user (by name or email address)
  6. Drag the user to the left
  7. Write a comment
  8. Click "Save"

Note: If the rule does not work for the user ensure they are not listed in Rule Targets > Exclude

 

 


 

Glossary

 

Approvee
An individual who places orders that need approval because they are set up with an Order Rule.

Approver
An individual who can approve orders because they are a member of an Approver Group. The types of orders depend on Order Rules.

Approver Group
A collection of approvers who are set up to approve users, accounts (cost centre) or rules.

Order Rule
The logic for when approval applies to an order is configured using an Order Rule.

Relationship
An approver group performs approval of a certain type for a certain entity.
For example, an approver group can be responsible for budget approval for particular users.

Target
Include - Apply an order rule to certain users, or
Exclude - Users or accounts can be excluded from Order Rules.

Tier
Many levels of approval can be set up for Approver Groups, these are called Tiers. Approval is needed from one approver in each tier before approval is complete.