Manage approvers for an account

An approver can:

  • View all orders requiring approval for their account.
  • Approve any order requiring approval, including those that were submitted before the approver was assigned the Approver role.
  • Approve his own orders.

An administrator assigning roles:

  • Can assign the Approver role to himself.
  • Cannot remove the Approver role from the last approver on the account or deactivate the last approver on the account if there are orders pending approval or the order approval feature is enabled.

To assign the approver role in the administration interface:

  1. In the administration interface, click the Accounts icon.
  2. Select the account to be modified.
  3. Click the Contacts tab.
  4. Select the contact you want to assign the Approver role to, click the Approver role, then save the contact.

To assign the approver role in the storefront:

  1. On the storefront, log in as an administrator.
  2. Click the My Account link.
  3. Click the Account Contacts tab.
  4. Select the contact you want to assign the Approver role to, click the Approver role, then Save the contact.