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Begin the configuration requirements for the user:
Configuration Element | What it does… |
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By Account | Check the box to assign the user to specific accounts. A filter for Account will appear when selected. Make sure you click Add after you’ve selected the account. You may Add multiple accounts one at a time.  |
By Amount | Check the box to assign an invoice amount threshold to the user. For instance, you may want the user to only approve invoices within a certain range. Enter the From and To amount.  |
Level | Determine the Level in which the approver should appear. If you are building a structure from scratch, add all your Level 1’s first and then build up from there. The Level is required, regardless if the By Account or By Amount are selected.  |
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Find the user that needs to be updated.
Tip! Use the Filter section or the free form search box to find the user quickly!
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