Customize Approvals
Description
This guide will show you how to manage the approvers for the uploaded catalogs.
Step-by-step guide
To reach the Approval Customizing area please go to Customizing→ Approvers if you have the corresponding userrole.
You will see the following screen. There you will find all set approvers and you can filter "By Organization" or "By Catalogs" (1).
To set a new approver please click on the "Customize" button (2)
The next screen contains the following parts:
Field name | Description |
|---|---|
Buyer organization selection (1) | If an organization is choosen, then every approval under this organization will inform the choosen distributionlist (4) |
Select Catalogs (2) | If a catalog is choosen, then every approval of this catalog will inform the choosen distributionlist (4) |
All available distributionlists (3) | In this list you will find all destributionlists that can be notified if an approval occurs |
Available distributionlist entry (4) | The entry of an available distributionlist shows the ID, name, description of the distributionlists and which users are in the distributionlist (To create a distributionlist please follow this guide User Group / Distribution List) |
Only users with the userrole "ADMIN_APPROVAL" can customize approvals and only users with the userrole "CATALOG_APPROVE" can approve a catalog.
To add a User for a Catalog to Approve you have to follow this steps.
Step 1 - You have to click on TAB “Customizing” than select Approvers, Than you have to go on the TAB “By Catalogs” and find the Catalog that you want to add User for approval. When you have found tha right catalog than select on Field “Assigned Distribution list” to edited.
Step 2 - You have to select on field “Put user name” and add the User Name or Email Address. Than click on “Save”.
Step 3 - You can check to see if the User is added, You have to go on TAB “Reporting” than select on “Log Approval”.
Step 4 - On this Tab you can see the Name of the User that has been added for this Catalog to approve.
