The Approval Engine functionality is displayed in UX1 only to the users with the Application Approval Engine privilege of level Manage Requests or Manage Workflows. We strongly recommend giving these privileges to only qualified and dedicated staff who need to be able to manage the approval process. To do this, you need to prepare special roles with the Approval Engine privileges and assign them to such staff members. The privileges are automatically added during Approval Engine installation.
- The privilege Application Approval Engine: Manage Workflows allows the user to configure Approval Engine workflows including their steps, criteria, and which automatic action to perform after timeout, as well as select approvers from staff members of this account.
- The privilege Application Approval Engine: Manage Requests allows the user to browse, approve or reject all requests awaiting approval within the current account.
We recommend adding the following roles and assigning them to the appropriate staff members:
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Approval Engine Admin with the following privileges:
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Application Approval Engine: Manage Workflows
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Business Automation Access
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Business Automation Access for Login as Sessions
A user with this role will manage approval workflows.
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Approval Engine Approver with the following privileges:
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Application Approval Engine: Manage Requests
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Business Automation Access
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Business Automation Access for Login as Sessions
A user with this role will process approval requests. In this document such a user is referred to as the approver.
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