Contents

• Overview
• What is the Approver Role?
• Step-By-Step Instructions
  • Step 1: Enable the Approver Role
  • Step 2: Invite Approvers to the Program
  • 💡Pro Tip: Adding an Organization Owner as an Approver
• Next Steps
• Related Articles
   

Overview

This article shows Program Admins how to enable the Approver role and invite approvers to a program. Complete these steps before setting up approvals for awarding, disbursements, or reimbursements in an award cycle.

What is the Approver Role?

Approvers review and act on approval requests for awarding, disbursements, or reimbursements.

• Who Can Be an Approver?
   
  • External users must be invited to the program as Approvers. They will only have access to the approval requests assigned to them. They do not have access to program settings or other management functions.
     
  • Program Members (Program Owners, Program Managers, Staff, and Reviewers) can serve as approvers without a separate account and retain all permissions from their current role.

Organization Owners cannot be selected as approvers through the standard process. If you need an Organization Owner to serve as an approver, see Pro Tip: Adding an Organization Owner as an Approver for instructions.

Step-By-Step Instructions

Step 1: Enable the Approver Role

1. Open the program and click Program Settings in the left-hand menu.
   
   
   
    
2. In Program Settings, scroll to the bottom and click the dropdown arrow on the far-right of the Member Types section to expand it. 
   
   
    
3. At the bottom of the Member Types section, toggle Approver to Yes.
   
   
    
4.  Click Save Changes in the upper-right corner. 
   
   

• A confirmation message will appear in the bottom-left of the screen. 
   

Step 2: Invite Approvers to the Program

Use the same invite process as any other Program Member — see ➡️Add New Program Members for full steps. When selecting a role in the invite pop-up, choose Approver.

💡Pro Tip: Adding an Organization Owner as an Approver

Organization Owners cannot be selected as approvers directly. To be added as an approver, the Organization Owner can temporarily assign themselves as the Program Owner for the program, then reassign the original Program Owner back. The temporary role adds them to Program Members as a Program Manager, and they can be selected as an approver. 

To temporarily reassign the Program Owner role: 

1. In the program, go to Program Settings > Member Types.
   
   
    
2. At the top of the screen, locate the Program Owner field and click Change Owner.
   
   
    
3. Select the Organization Owner from the dropdown, then click Save Changes.
   
   
    
4. On the Member Types screen, click Change Owner again and reassign the original Program Owner.
    
5. The Organization Owner will now appear in Program Members as a Program Manager and can be selected as an approver during approval setup.

Next Steps

Once the Approver role is enabled and approvers are invited, set up approvals in your award cycle. For help, see ➡️ How to Set Up Approvals for Awarding, Disbursements & Reimbursements

Related Articles

➡️ How to Set Up Approvals for Awarding, Disbursements & Reimbursements
➡️How to Request Approvals for Awarding, Disbursements & Reimbursements






 

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