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Approvals - Creating a default approver
  • CLM6 Mimic
  • Approvals - Creating a default approver

    You may create a default approver per Country. The default approver will be automatically applied to accounts that do not have a defined Multi-Level Approval structure.

    Country is not used by all clients. Country (or sometimes referred to as Client Groups) allows your company control who has access to specific vendors & accounts in the platform.

    1. When in the main Approvals module, click on the tab Approver Default.

    1. Click Add.

     

    1. Populate the User and Country (if applicable). Click Add to apply.

     

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