How to: Change User Supervisors and Financial Approval Limit
  • 14 Sep 2020
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How to: Change User Supervisors and Financial Approval Limit

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Manage Supervisor and Financial Approval Limit (For systems which require multi-level Approvals)

  1. Go to the Control Panel or Administration Portal

  2. Click Manage Users or Manage Users or Groups

  3. Click on the user you want to edit (it will be highlighted in Blue)

  4. Click the Edit button (Highlighted in orange in the Manage Roles screenshot above).

  5. On the Edit User window ,type in

    1. Supervisor : the authorized person’s username

    2. Financial Approval Limit : a number which indicate the current user’s maximum approval limit

  6. Click Update on the Edit User window.

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