How do I set up an approval process to approve businesses? (2024.08)

Businesses - Approval Process

An approval process is a structured sequence of steps that a business or business license must go through to receive formal authorization from the organization overseeing businesses. This process is essential for maintaining control, ensuring compliance, and promoting consistency in decision-making in an organization.

To review and approve a submitted business, you will need to set up an approval process for approving a business.

Setting up an approval process to approve businesses

1. Add the approver as a user to Connect Business License.

If the user is set up in the master contacts table in System Management, add the user to the user table in Connect Business License. [More]
If the user is not set up the master contacts table in System Management, you will need to add the user to the master contacts table. [More]

2. Set up an approval group.

If you're assigning the approval step to a single user, you can skip this step.
If you're assigning the approval step to more than one user, you'll need to set up an approval group. [More] Use this option if you would like to set up role-based approvers or approvers by department.

3. Set up the approval steps in the approval process.

Depending on the submitted item, it may need to pass through multiple levels of approval. Each level may involve different reviewers or decision-makers. [More]

4. Set up an approval process.

The approval process is where you will be adding the approval steps and approval group or approver.

202408, 2024Jun18