Approval Profiles

Approval profiles are used to define the approval hierarchy within your organization and controls which approvers are required to approve the record.

Approval Profiles based on To Do Roles define:
  • the approvers level of authority to approve a document
  • the types of documents the role can approve
  • the working calendar to use when determining approval time lines and when to send To Dos
  • dollar amount maximums that the role is authorized to approve
An approval profile can have one or many To Do Roles and it is possible for an approver to be assigned to more than one To Do Role in the same approval profile.

Depending on the notification setting designated on the approval profile, the approver can receive an email, an alert, or both in their To Do List.

Note: Individual approvers can choose to modify their notification settings for approvals. Navigate to the User portal and access the Characteristic tab to set the Approval Profile E-Mail Override setting to disable email notifications for approval requests. When this is set, the approver does not receive any emails and must rely on the approval dashboard or To Dos.