Approving a Request
A user role defines controls or permissions given to a user. ICI has the following three predefined user roles for the Requests feature:
- Requester: The person who generates the request (primary owner).
- Approver: The person who approves the request.
- Reviewer: The person who reviews the request.
An approver can approve a request from these two locations:
- from Notifications Dashboard
- from your Tasks Dashboard
To approve a request from Notifications Dashboard:
1. Click the Notifications tile on the Home page. The Notifications Dashboard page opens.
To approve a request from Tasks Dashboard:
1. Click on the Tasks tile on the Home page. The Tasks Dashboard opens with a list of all you tasks.
2. Click on the task filter and set the filter to Contract Request.
3. All the Contract Request will be displayed, open the required contract request.
4. Click the buttons as appropriate:
- Edit
- Approve
- Reject
- Request Review
Related Topics: Requests | Searching agreements and requests | Contract Type