Assign or remove user approval levels

Use the Assign Approval Levels section of the Approval Levels page to:

  • Assign approval levels to users.

  • Remove approval levels from users.

Exclude inactive users

The Approval Levels page excludes inactive users from the Assign Approval Levels list by default. Select the Include Inactive Users/Exclude Inactive Users option to show or hide inactive users.

You can see which users are active in the Active column. This column shows a checkbox for each user in the grid. If the user is active, the checkbox is selected. If the user is inactive, the checkbox is cleared. The checkboxes are read-only.

Assign approval levels to an individual user

If you need to assign approval levels to multiple users, see Bulk assign approval levels.

  1. Go to Menu > Setup > Order Setup > Approval Levels. The Approval Levels page opens.

  2. In the Assign Approval Levels section, select the Approval Level Name column next to the user you want to assign a level. A dropdown list opens with an active cursor.

  3. In the Approval Level Name field, use the dropdown menu to select an approval level. The page saves the approval level.

Bulk assign approval levels

  1. Go to Menu > Setup > Order Setup > Approval Levels. The Approval Levels page opens.

  2. Select the checkboxes beside the user rows in the Assign Approval Levels table.

  3. Select Bulk Assign in the lower-right corner of the page. The Bulk Assign window opens.

  4. Select the Approval Level Name from the dropdown list.

  5. Select Save. The Bulk Assign window closes, and the Approval Levels page refreshes to show the users’ new approval levels.

Remove approval levels from users

  1. Go to Menu > Setup > Order Setup > Approval Levels. The Approval Levels page opens.

  2. In the Assign Approval Levels section, select the Approval Level Name column next to the user you want to remove the approval level from. A dropdown list opens with an active cursor.

  3. In the Approval Level Name field, delete the approval level name. You can either use the BACKSPACE key or select the text and press DELETE. Once you remove all the text, the page removes the level from the user.

  4. Repeat Steps 2 and 3 for additional users as needed.