Adding spend approval limits to managers

Once you have enabled the spend approval limits on your tenant, you can assign spend limits to managers.

Managers cannot set or edit their own spend approval limits.

Before you begin

  • You must have the relevant ABAC permissions.

Steps

  1. In the left navigation pane, select Workers.

  2. Select the manager you want to add a spend approval limit to.

  3. Open the General tab and select Edit.

  4. Select the currency and define spend limits for this user.

    The currency on the engagement must match the currency of the approving manager’s assigned limit. You can set different currencies for different limits.
  5. Select Save.

  6. Optional: You can verify changes to the user’s spend approval limits in the Change History window. To open it, in the upper-right corner of the Worker Profile page, select Actions  View Profile Change History.

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