Administrator - Adding Users as Approval Steps in Workflows

To configure a User as an Approval step, simply click on the Add Approval Step button in the workflow screen.

In the Workflow Approver screen select User from the Approver Type drop down field. Now fill the form by entering details in Approver, Admin Assistant, Delegates, Signature fields and click Save.

Field	Explanation
Approver Type	Type of approval step. Options are User or Meeting. To add a user approval step, select User
Approver	Allows you to add a specific user to be the approver of this document using the name picker field.
Admin Assistant	The Admin Assistant user listed here will also receive email alerts for approval requests, so they can remind the approver, or assign delegates in the case of absence. Enter the name using the name picker field. There is an additional checkbox if the admin assistant can be a delegate themselves (approve on behalf of the approver).
Delegates	Delegates are users who can be assigned an approval task by an administrator or an admin assistant. When a delegate is assigned to an approval, the delegate will have the same access rights to the report as the original approver.
Signature	Does not apply for agendas and minutes – only Report Manager documents. Leave blank for agendas & minutes approval workflows.
Can Edit	Does not apply for agendas and minutes, since these documents cannot be edited directly.

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