Process Settings

To set up multi-level approval, follow these steps:

Step 1

Locate the client request you wish to configure and click on "Edit".

Step 2

1. By default, the first layer of approval will be assigned to the "Creator" of the request, which can be the client or a backoffice user creating the request on behalf of the client.

2. The first level of approval will not have any assigned approver by default. You can assign a specific approver by clicking on the approver field and selecting either specific users or specific roles.

Step 3

1. To add a second layer of approval, click on the "Add" icon.

2. Select the approver for the second layer from the available options.

3. Once you have configured the approval process flow, click on "Publish".

   
4. A popup notice will appear to confirm your action. Click "Confirm" to proceed.