Adding approvers or changing users from 'Reviewers' to 'Approvers'
When trying to add an approver, sometimes they will not be in the drop down menu. This is due to not having approval limits. Once the approval limits are set they will be shown in the drop down menu.
Here you can see we are adding a 'reviewer', Claire, to the workflow. Claire is in the drop down menu:
Now we are trying to add Claire as an 'approver' in the same workflow. Claire is not in the drop down menu:
How to Resolve the Issue:
1. Navigate to the 'Users' section under Admin in Dooap.
2. Search for the desired user under 'Admin > User Management', for example here we have Nancy.
3. Under Nancy's profile, navigate to the 'Approval limits' section. From here select the desired Company, Invoice types, Approval limit, and Currency.
- Select 'All Companies' and/or 'All invoice types' depending on how the approval limits need to be set for the user
4. Once the approval limit(s) have been a, click the 'Add or update approval limits' button.
5. Once the approval limits have been added for that user, they will now be eligible to approver invoices up to their set approval limit. The user can be added as an approver to the workflow preset or manually to the workflow on the invoice handling page (permission-based).