Multi-Level Approval
1. Marketplace Installation
To set up the multi-level approval process, you will need to install it from the CRM marketplace.
To install the Multi-Level Approval feature from the Marketplace, please follow these steps:
Navigate to the CRM Marketplace.
Search for "Multi-Level Approval" and click on "Obtain".
You will be redirected to the details page for Multi-Level Approval. Click on the "Obtain" button to initiate the installation process.
Upon installation, you will be able to see a new tab called "Process Settings" within the Approval Settings module.
2. Setting Up Multi-Level Approval
To set up multi-level approval, follow these steps:
Locate the client request you wish to configure and click on "Edit".
By default, the first layer of approval will be assigned to the "Creator" of the request, which can be the client or a back office user creating the request on behalf of the client.
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.
To add a second layer of approval, click on the "Add" icon.
Select the approver for the second layer from the available options.
Once you have configured the approval process flow, click on "Publish".
A popup notice will appear to confirm your action. Click "Confirm" to proceed.
3. Application of Multi-Level Approval
Once you have configured the process settings for multi-level approval, any requests submitted by your clients will follow the defined approval process. The requests will only be processed once all the relevant parties involved in the approval flow have given their approval. This ensures that the requests undergo a thorough review and all necessary parties have provided their consent before further actions are taken.
Unauthorized users will not have the ability to approve requests on their own. The approve and reject buttons will be disabled and not clickable for these users. Only authorized individuals as configured in the Process Settings will be able to review and provide their approval or rejection for the request.
The first level of authorized personnel, as configured in the Process Settings, will have the ability to review and approve or reject the request.
Once the first layer of approval has approved the request, the review process will be updated to reflect the current status. The system will indicate that the request is now pending the review and approval of the next designated approver in the workflow.
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