User Setup for Web

Legacy Approvals web

This page only applies to the legacy Approvals web with NA users. The new Approvals web uses Microsoft sign-in. See Upgrading from the legacy Approvals web.

1. Open “User Setup”, click «new» and add a username from the list.

2. Open the NA user list and create the same user there.

3. Select ”User” and ”View user roles”.

4. Enter ”Approver” in role and the user name in ”On behalf of..”.

5. Once this is done, a password must be assigned to the user so they can sign in to the web portal.