Assigning external approvers to workers
After you add an external approver to Beeline Professional, you can assign them to a worker’s engagement.
Before you begin
-
You must have administrator access to Professional.
-
You must add the external approver to Professional. See Adding external approvers.
-
You must configure Worker Profile interface settings so that the Primary External Approver and Alternate External Approver fields appear in the worker’s Engagements section. See Configuring the user interface settings.
Steps
-
From the left navigation, select Workers, and then choose the worker you want to add an external approver to.
-
On the worker’s profile page, select the Engagements tab.
-
Select an engagements an in its General section, select Edit.
-
From the Primary External Approver list, select the approver.
-
Optional: To assign an alternate approver, select them from the Alternate External Approver list.
-
Select Save.