authorizationbox:2setup:3approval

  

Work with Approval

This chapter describes how to make yourself an approver and set up the approval settings

In the menu Setup, Approval settingyou are able to setup the number of Approvers for changes is the Framework and Authorization Requests:

  • Number of approvers for company groups: The number of approvers that are needed for a new or changed Company Group. If the number is 0 there is no approval needed. You can process a change without approval. A new Company in the Company Group will result in permissions to that Company for users with assigned Organization Roles with this linked Company Group!
  • Number of approvers for permission set groups: The number of approvers that are needed for a new or changed Permission Set Group. If the number is 0 there is no approval needed. You can process a change without approval. A new Permission Set in the Permission Set Group will result in extra permissions for users with assigned Organization Roles with this linked Permission Set Group!
  • Number of approvers for organization roles: The number of approvers that are needed for a new or changed Organization Role. If the number is 0 there is no approval needed. You can process a change without approval. A new Permission in the Organization Role will result in extra permissions for users with this assigned Organization Role.
  • Default number of approvers for Authorization Requests: When you create a new Organization Role the default number is used. You are able to change the number per Organization Role. This is the number of approvers that are needed for new Authorization Requests. If the number is 0 there is no approval needed. You can process a new permission to a User without approval.

Click on Save & Close to save the Approval settings.

In the menu Setup, Approversyou are able to set up the Approvers. If an Authorization Box user had enough rights he can be Approver for several Approval types. To create a new Approver click on the button New:

  • Approver: Select the Authorization Box user to make him Approver
  • Approval Type: Select the Approval Type

Depending on the Approval settings, changes in the framework must be approved. After approval the Authorization Box will process the change. The following Types of approval are available.

  • Create / Change Permission Set: Create a new permission set, modify permissions in an existing permission set or delete a permission set altogether
  • Create / Change Permission Set Group: for a change in a Permission Set Group. Adding a Permission Set to a Group adds this to any user assigned the Group. Likewise for removal.
  • Create / Change Organization Role: to modify an Organization Role, e.g. add an extra Permission Set. After approval of the change it will be processed. Result is that all the users with the assigned Organization Role get the new Permission Set
  • Create / Change Company Group: for a change in a Company Group. After approval, a new company results in permissions in that company for the already assigned Organization Roles.
  • Assign authorizations: approve Authorization Requests.
  • Revoke authorizations: revoke any assigned and processed Authorization Requests.

Click on Save & Close to save the Approvers

  • authorizationbox/2setup/3approval.txt
  • Last modified: 2020/09/08 10:22
  • by luukvm