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Roles list

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This page displays a list of all approval rolescontact and user categories that have been defined for companies to which you are assigned as company administrator. You can create new approval roles and assign users to approval roles.

Approval roles make it easier to assign approvers to approval rules. You can assign an approval role to an approval rule instead of assigning individual users. This makes it possible to change the approvers without having to change the approval rule.

You can also use contact and user categories to categorise contact persons, for example, business contact person and technical contact person.

You can search for specific entries in the list (see Searching for information) and change the way the list is displayed (see Working with lists).

The following information is displayed:

Column

Description

Details

Displays details of the approval role

Name

Name of the approval role

Click this icon to assign users to the approval role. The RoleContact / user category definitions list is displayed.

See also

Defining approval rules and roles

Creating and editing users