Set up approvals (Admin)

As an Admin for your company, you will need to do the following to start using the approvals process:

RFP/RFI users

Event owners will need to be a user of request for proposal (RFP) or request for information (RFI) events.

Create rules

Create automation rules, which determine how events are routed for approval based on event value, business unit, and/or category. For each rule, you will define one or more approvals needed before an event can be opened and sent to suppliers. Only Admin users can set up and maintain rules.

See: Automation rules