What is self-approval?
Self-approval is a right that allows an authorized user to approve actions that they initiated themselves. This right is automatically granted to administrators.
If your organization requires a single approval :
The user with the right to self-approve is autonomous and can approve the action they initiated.
If your organization requires multiple approvals :
The user with the right to self-approve can give the first required approval. The total number of approvals required will still need to be met for the action to be validated.
The parameters of self-approval
Users can't activate the right to self-approve and must have an administrator grant them the permission.
An authorized user who has the right to self-approve can have their permission revoked by an administrator.
Here are the actions that can be approved with the self-approval right :
- Administrative operations
- Manage account groups
- Manage job roles
- Manage permission
- Manage self-approval
Financial operations
- Payments – file option (upload payment files – file option)
- Electronic Funds Transfer (EFTs)
Important : Self-approval does not apply to transactional rights.
Need help?
- Watch our demo to learn how to manage approval rules.
- Consult out our pages How do I activate or deactivate self-approved users? and What is an approval policy?
