Quick Add Approver

This action sends an email to the helpdesk to add an approver. Approval is based on approval routing, where an item is assigned to a member of a client organization for acceptance or rejection. For more information about setting up approval routing, see Add an Approval Workflow.
Note: A red asterisk (*) indicates a required field.
  1. Navigate to the Home page of the MSP view.
  2. Click Add Approver.
    A popup appears for you to input data.

  3. In the Last Name field, enter the last name of the approver.
  4. In the First Name field, enter the first name of the approver.
  5. In the Email field, enter the email address of the approver.
  6. From the Operational Unit drop down, select the operational unit for the approver.
  7. In the Department field, enter text to search for a department. From the search results, click the department, and then click Add.
    You can associate the approver with multiple departments by repeating the search and add process.

    To remove a department, select the department in the text box and click Remove.

  8. From the Access Type field, click how the approver gains access to the application.
    Note: You can only select one access method.
  9. From the Role field, select the role that the approver has in the client organization/op unit.
    You can add more than one role for a approver. To add multiple roles, hold down the shift key and click each role. You can also add multiple roles to an approver by editing the user record.
  10. In the Permission Authority field, select the permissions to grant the approver.
    You can add more than one permission for a approver. To add multiple permissions, hold down the shift key and click each permission. You can also add multiple permissions to an approver by editing the user record.
  11. In the Approval Type field, select the types of items that the approver can approve.
    You can add more than one type for a approver. To add multiple types, hold down the shift key and click each type.
  12. Optionally, in the Additional Information field, enter free text comments for the new manager record.
  13. Click .