Assign at least one legal approver during account onboarding

  • Ensures that at least one user is assigned the legal approver role during account onboarding.
  • Notifies administrators when no legal approver is available
  • Prevents the removal or deactivation of the last legal approver to safeguard compliance continuity

Admin Account Onboarding

Store Account Onboarding

Key benefits include:

  • Simplifies the process by ensuring necessary approvals are in place, with proposal documents accessible via email or platforms like DocuSign and facilitating a seamless proposal acceptance process integrated into the quote acceptance flow.
  • Reduces the risk of non-compliance by preventing the removal of essential roles, maintaining a consistent and legally sound process.

Steps to Enable

You don't need to do anything to enable this feature.