Self-approval is a right that allows an authorized user to approve actions that they initiated themselves. This right is automatically granted to administrators.

If your organization requires a single approval:

The user with the right to self-approve is autonomous and can approve the action they initiated.

If your organization requires multiple approvals:

The user with the right to self-approve can give the first required approval. The total number of approvals required will still need to be met for the action to be validated.

The parameters of self-approval

Users can't activate the right to self-approve and must have an administrator grant them the permission. An authorized user who has the right to self-approve can have their permission revoked by an administrator.

Here are the actions that can be approved with the self-approval right:

• Administrative operations
• Manage account groups
• Manage job roles
• Manage permission
• Manage self-approval

Financial operations

• Payments – file option (upload payment files – file option)
• Electronic Funds Transfer (EFTs)

Important: Self-approval does not apply to transactional rights.

Need help?

• Watch our demo to learn how to manage approval rules.
• Consult out our pages How do I activate or deactivate self-approved users? and What is an approval policy?