How can I Give Permission to Users to Submit the Expense Reports?

Updated on February 16, 2018 06:10PM by Admin

Expense Reports App allows the super user to give access to the users who are deputed to access submit button in Expense Reports app. Not all users are given the permission. Usually, those employees who are frequently traveling are given the permission to access the submit button in Expense Reports.

Those users who have the privilege for this access, can use “Submit” button which is located at the top of the Expense Reports overview page.

For instance: If Superuser (Katie Dustin) wants to give permission to her employee (James William) for submitting the Expense Reports, then she will have to follow the succeeding steps.

Steps to Allow Users to Submit the Expense Reports

  1. Login and access "Expense Reports App" from universal navigation menu bar.
    expense reports
  2. Pick on “Moremore icon icon and select settings iconSettings found at the app header bar.
    settings
  3. Choose “Actions” from “Security” drop down from left navigation panel.
  4. Locate the “Submit” option from “Object” section and click on privileges drop down.
  5. Click "Create privilege" option found at the bottom of the privilege drop down.
    security actions-submit
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the submit option.
  7. Click on "Create" button.
    create privilege
  8. Once you’ve created the privilege, go to Employees App to give access to particular employees.
  9. Please refer this link: https://www.apptivo.com/answers/questions/12694/how-do-i-assign-custom-privilege-to-employee-for-managing-objects-found
  10. Now, employee James William has the privilege to access “Submit” button in Expense Reports app. In James William login, the “Submit” button will be visible as shown in the image below:
    submit enable

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