Account > Users > Proposals approved by You can assign any user at any access level to approve their own or any other user's Proposals. To assign an Approver: 1. Click on the Account tab. 2. Click on the name of the user to whom you wish to assign an Approver. (If you are adding a new user, follow the procedure for creating a new user.) 3. Go to the "Proposals are approved by" drop-down menu at the bottom of the User form. (Note: This drop-down field will appear *only* if the Proposals submit/approve process has been enabled in My Account > Company > Settings.) 4. Select an Approver from the names in the drop-down menu. (If the name does not appear, click the magnifying glass to search for the name.) 5. Click on "Save." Note: To quickly select approvers on a department-wide basis, see Departments > Setting Department Approvers. |