How to Create an Approval Role and Provide Users with Approval Role Access

Navigate to Maintenance > Admin > User Management.

Click the Approval Role tab.

Click Add.

Enter an approval role code and name.

Select the approval actions you want the approval role to be able to perform in the Planning Control Panel.

Select templates. Provide the approval role with the ability to perform template input or just view a template. Select if you want the approval role to be able to mark the template complete. You can also select All so that the approval role can perform template input and mark templates complete.

Click Save.

Return to the User page.

Select a user and click the More list-box.

Select Approval Role Setup.

On the Approval Role Setup page ensure the user is listed at the top.

Click the cell under Level 1 then select the budget entity you want to give the user an approval role for.

Click the cell under the Role column. A list of roles for the user for the budget entity appears (Budget Approver, etc.). Select a role, as defined on the Approval Role page, to associate with the user.

• Click the cells under columns Level 2, Level 3, and so forth, to add drill-down capabilities to associate with role privileges. (For example, Level 1 might be associated with a worldwide organization, Level 2 with the American branch of the organization, Level 3 with the organization’s California offices, etc.)

• Use the add [+] icon to add more rows to the grid if you want to assign more approval roles for the user. (To add multiple rows, add the number of rows in the text field to the left of the add [+] icon.)

• To disassociate a role for the user, as well as all associated privileges, select the row then click Delete.