Setup Approval Path

  • 1
  • Question
  • Updated 3 years ago
How to setup Approval path with an individual as Client approver for TimeSheet?

(Originally posted by jrobinson)
Photo of Archived Post

Archived Post, Official Rep

  • 2132 Posts
  • 5 Reply Likes

Posted 3 years ago

  • 1
Photo of Archived Post

Archived Post, Official Rep

  • 2132 Posts
  • 5 Reply Likes
Hi, Thank you for using Replicon Community.

Setting up an approval path for an external client requires the following, An External user associated with a Client, An approval path with External user as approver type and Enabling the approval path in a users profile.

Creating a new external user:

  • Log into Replicon as an Administrator.
  • Select Administration tab in top menu.
  • Select Users under Shortcuts or Users/Departments in the left menu.
  • click on External Users tab found beside Users tab.
  • Select the required client.
  • Use the Add button to create a new External user.
  • Save the settings.
Note:
Ensure that Client Approver permission is enabled for this new user.

Setting up a new approval path:

  • Log into Replicon as an Administrator.
  • click on Administration tab in top menu.
  • Click on Approval Paths under Approval Setup section
  • Select the Timesheet tab.
  • click Add.
  • Provide a Approval Path Name select the Approver Type as External User and Approval Sequence as 1.
  • Save the settings.
Note:
Once the new approval path is selected in a user's profile, make sure the correct Client is selected in the project(s). Confirm the Client/External Approver is specified within the Project Structure.



Thanks



(Originally posted by Lingaraj Dharwad)