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User Groups
Approvals uses ProVision User Groups to determine which users must have a change approved, denied, or can approve others' actions. Therefore, User Groups must be set up with the appropriate users and basic permissions under each group before using Approvals. For information on setting up User Groups and how the basic permissions structure works in ProVision, see Users & Permissions, Global Permissions, and Working with Users and Groups.
Before using Approvals, a review of your user and User Groups is highly recommended to ensure the following:
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From here, depending on the answers to the questions in step 1, you may need to do one or more of the following from the Users tab:
- Edit existing User Groups to add or remove users, in order to combine users who will need similar action types approved.
- Verify the User Groups have appropriate CRUD permissions set to perform the action(s) to be approved (e.g, you may have previously removed "Create" permissions for a group, but if the intent is now for those users to have "Add" actions approved by an Admin, the submitter will need User Group resource "Create" permissions back!)
- Create new User Groups specifically for use with Approvals (recommended)
- Associate users with different, or additional User Groups (remember - users can be associated with multiple groups!)
For more information on adding and editing ProVision User Groups, see Users & Permissions, Global Permissions, and Working with Users and Groups.
Step 3 - Assign Approval Action Settings to Groups
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