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.
     
  • Existing Organization Members (Program Owners, Program Managers, Staff, and Reviewers), Organization Owners, and Client Admins can serve as approvers without a separate account and retain all permissions from their current role.

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.

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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