Sections in this article:
- Creating an Approval Area
- Deleting Approval Area
- Editing Approval Area
- How Sub-admins Can Check To See What They Need to Approve
Admins can set up Approval Areas that include Spaces, Resources, and Services and are assigned to sub-admins in order for different staff members to approves the part of the event that they are in charge of such as IT, security, child care etc....
- This is an optional feature that is designed to be used only if you intend on having Sub-Administrators. Sub-Admins can only approve or decline their assigned Approval Areas. Even though they can approve items on the event, they still cannot make changes to events unless they are the creator or editor.
Creating an Approval Area
First, go to Settings > Advanced > Approval Areas and Select "Add New Approval Area" (see below).
Second, add an Approval Area name for which you want a Sub-Admin to approve.
Third, start typing the Sub-Admin that you gave permission rights to (SettingsBasicUsers). Once you start typing the Sub-Admin’s name, it should appear in a drop-down.
Fourth, choose the spaces and/or resources and/or service that you want that sub-admin to approve on events.
Last, click SAVE.
Continue to add Approval Areas as needed and repeat the process above.
Deleting Approval Areas
You can delete an Approval Area by clicking the red delete button associated with the Approval Area, and process accordingly.
Editing Approval Areas
Edits can also be made to Approval Areas by clicking the green button associated with the Approval Area.
When an event is created and submitted for approval with item(s) requiring approval from a Sub-Admin, an email notification will automatically be generated to the assigned Sub-Admin(s) requesting approval.
The Sub-Admin, will also see the event requests with items requiring approval on their "Requires Sub-Admin Approval" grid where they can Approve or Decline at the item level.
- They can also expand the event on the dashboard to see additional details about the event.
How Sub-admins Can Check To See What They Need to Approve
Sub-admins can also click on the clock icon to view the items in their approval area that are being requested on a particular event.