Assign a department and client to an approver role

Prerequisite

This is the second task in the approval process example scenario. Before you start, you must complete the previous task:

• Create approver roles

Assign a department and client

In this task, you designate a client as the department approver. For example, Richard Meyers, the Director of IT, is assigned to the IT Department Approver role.

1. Click Setup and select Processes > Department Approvers.

2. Click the department. For example, Information Technology.

   

3. Click Add Role.

   

4. Select the Approver Role. For example, IT Department Approver.
5. In the Client Lookup section, search for and select the name of the person you want to assign as the department approver.

6. Click Save.