Assign an order approver

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This article provides the steps for a Admin Console Admin to assign a user as an Order Approver within the Admin Console. Keep in mind, this process is typically done by the Customer Website Administrator on the actual website. To follow this tutorial, an existing user with the Administrator role is required. If more information is needed on creating users, see the documentation about creating users.

Make sure that the selected user has a role that would allow for the Order Approval workflow (e.g., Buyer 1 or Buyer 2).

  1. Go to Admin Console > Administration > Website Users
  2. Click Edit for the User that will be submitting orders for approval.

    If you want to add an approver to multiple users, select the check boxes next to all the users, then click Multi-Edit . Using this method lets you make the update for each user, then click Save and Next in the Secondary Header and jump to the next User record.

  3. In the Details tab, click the drop-down for the Approver field and choose the desired Approver.

    Both the Buyer 3 and Administrator roles can act as approvers.

  4. Click Save, or click Done if using the Multi-Edit option.

Order Approvers receive an email notification when a customer submits an order for approval. They can also see a notification on the website when logging in after an order has been sent for approval.