How do I assign requesters?

A requester refers to the users who can use the request form.

Connect can limit requesters by the department that is assigned to a user or limit the requesters to a list of specific users. That means that users who are not assigned to the request form will not be able to fill out the request form.

When you select a department, Connect will make the request form available to all of the users who are assigned to the department. If you choose to select a department, Connect will assign the request form to all of the users in the department.

Before you get started

To assign a department as a requester, the department needs to be set up in Connect Accounts Payable > Organization > Departments. See the help topic titled Departments
To assign a user as a requester, the user needs to be set up in Organization > Users. See the help topic titled, How do I add a user?

Assigning the request form to all users

1. Open Connect Accounts Payable > Organization > Requests.

2. Click to select the field titled Request and then type in the request name. Press Enter.

3. Click to select the Requesters tab.

4. Use the Requester menu to select All Users.

Connect makes the request form available to all users.

Assigning a department as a requester

1. Open Connect Accounts Payable > Organization > Requests.

2. Click to select the field titled Request and then type in the request name. Press Enter.

3. Click to select the Requesters tab.

4. Use the Requester menu to select Selected Departments.

5. Click to select Selected Departments.

Select Departments button

The Selection form displays.

6. Click to select the department that you want to add as a requester, and then move it to the Selected Departments list. Click OK.

Connect adds the department as a requester for the request form.

Including all users as requesters

1. Open Connect Accounts Payable > Organization > Requests.

2. Click to select the field titled Request and then type in the request name. Press Enter.

3. Click to select the Requesters tab.

4. Use the Requester menu to select All Users.

Requesters menu

5. Click Save (CTRL+S).

Connect allows all users to use the request form.