Setting Up Role Approvers
When you create an approval rule, you can require approval of transaction records from one or all employees of a specific role. You can add approvers with standard and custom roles by selecting the Role (Any) and Role (All) approver types in the approval matrix.
For more information, see Assigning Roles to an Employee.
Guidelines for Setting Up Role Approvers
Take note of the following guidelines for role approvers:
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When adding the Role (Any) and Role (All) approver types to approval chains, take note of the following:
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Make sure that the role records are active.
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Make sure that the role has access to relevant transaction records.
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Only active employees in the same subsidiary of the approval rule will be added as approver for any of the Role approver types. However, you can set approvers’ access to one or more subsidiaries to allow cross-subsidiary approvals. For more information, see Setting Approvers' Access to Subsidiaries for SuiteApprovals.