CRMStep 1 of 3 · 2 min
Approvals queue
What you will learn
- The approvals queue
- Conditions for approving
- Leave and delegation
What you need
- An approver sign-in
My work → Approvals lists requests waiting for your decision.
Visible but not yours to approve lists requests you can see but not decide, with the reason, for example You approved an earlier step.
Step 2 of 3 · 2 min
Conditions
You can approve a step when:
- you hold the approver role (management role for management approvals);
- a published grant covers the approval type within its limit, for example commercial approvals up to 1 Gbps;
- you did not perform an earlier step of the request.
If one does not hold, the approval is refused with the reason.
Note
The administrator role does not grant approval rights. Approval rights are granted explicitly.
Step 3 of 3 · 2 min
Leave and delegation
People on leave are not assigned new approvals. The request shows On leave until with the date and is assigned to another person with the authority.
An administrator creates a temporary delegation in Administration → Delegation and approval authority: from, to (a person who already holds the role), start, end and scope. Overlapping delegations are refused.
