Steps to Set Up User to Approve

1. Set up User by ‘Create User’ or ‘Clone User’

• • • Create user in DataServ

Click here for more info Create User & Clone User

2. Add user to the ‘Approve AP Documents’ security group

• • • adds user to the Route to list so that items can be routed to them for approval
    • automatically adds the 'My Documents Pending Approval" tile to the user’s dashboard in which they can click on to see what documents are routed to them
    • if an invoice is routed to the user they will receive an email notification that items have been routed to them 

Click here for more info Setting Security Groups

3. Add user to the ‘Approval Matrix’

• • • this will allow the user to actually approve invoices

Click here for more info Approval Matrix