Setting Up Role Approvers
When you create an approval rule, you can require approval from one or all employees of a specific role. You can add approvers with standard or custom roles by selecting the Role (Any) or Role (All) approver types in the approval matrix. For more information about approval rules, see Creating Approval Rules.
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 the role records are active.
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Make sure the role has access to relevant transaction records.
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Only active employees in the same subsidiary as the approval rule will be added as approvers for any Role approver type. 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.