Assign a department and client to an approver role
This is the second task in the approval process example scenario. Before you start, you must complete the previous task:
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.
- Click Setup and select Processes > Department Approvers.
Click the department. For example, Information Technology.
Click Add Role.
- Select the Approver Role. For example, IT Department Approver.
- In the Client Lookup section, search for and select the name of the person you want to assign as the department approver.