Multi-Level Approval

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

1. Brokers have the ability to set up multi-level approvals for different request types. This feature enables brokers to ensure that requests are reviewed and approved by multiple parties, providing an added layer of oversight and accountability. (For more details, please refer to this section for more details: Multi-Level Approval)

2. When multi-level approvals are set up for requests, brokers will be able to view the approval process and the status of each stage. This feature enables brokers to monitor the progress of requests and determine which parties have approved or are pending approval.