This article explains the various ways to set up and use the approvals systems in User and Groups.
There are two systems for approvals, the normal approvals process, and the Collaborative Approval process. In addition, there is a similar feature called Viewers that will be explained.
Normal Approval Process
For the normal approvals process, there can be up to 10 levels of approvers. Each level supersedes the next so a level 1 approver will need approval from a level 2 approver. Only one person of a specific level needs to approve an order, so for level 1 if you have two approvers only one of them needs to approve the order. The Approval workflow is explained below:
Cart Created > Approval Requested > Approval Email Issued > Approval Granted > Checkout > Begin Production
Keep in mind the cart need to be manually checked out after the approval is granted and this action can be done by the approver. To begin setting this up we need to first create a Group within the Users & Groups page of MyOrderDesk's Admin Menu. Then, we need to set up our products for approval.
Making an Approver
Which users can approve is controlled from within User and Groups so create a group and add your users to it. To do this, locate thier accounts within the Everyone group and select individual people to add or bulk select by holding control and clicking on users.
Now that you have people in the group, you need to assign certain users as Approvers. Find the users within the group and select to highlight their information. Then use the drop-down menu to assign them as approvers. In this drop-down menu, you will see several levels of Approvers. Each level supersedes the previous level. This is used for multi-level approvals.
Setting products to require approvals
An approver can only approve orders that contain items that require/allow approvals. To indicate an order needs to go through approval go to User and Groups and open the Order Forms this Group can use, find the order form, and turn it on. This has to be On and not Default to work, as noted in the text on the menu.
When users within this group place orders now, they will need approval from the person assigned as the Approver.
What is a Viewer and how to use them
Viewers are assigned using the same method outlined above except you select Viewer instead of Approver. In the group you created, you can also assign Viewers. Viewers are users within a group that are permitted to see other user's orders. This is typically done for supervisors within an organization. Once this is set up, the orders can be viewed by navigating to Order History and selecting the search filter, to do so change the default filter from Mine to All.
Cart Collaboration Approval ProcessEvery group has a setting available called Allow Cart Collaboration. This will allow the buyer/end-user to indicate who should be approving their order based on an email address. This is useful when managing users and groups for approvers proves to be too difficult and you would like buyers to be responsible to indicate who should approve their orders. To enable the feature open the Setting for this Group section.
From there the end-user can use the Collaborator tab and add people to approve their orders. This feature has been made as simple as possible but it's still possible that training will be needed by those who wish to use this feature.
Requesting approvals will send an email and allow that user to approve their order without needing to create an account.
Below is a list of possible statuses you may see in the approval status window.