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Administrator Guide
Last Updated: 2025-06-27
Configure Workflow Approvals

Configure Workflow Approvals

You can customize your approval workflow configuration.
The
Configuration
 tab enables you to:
  • Set additional approvers to be optional to avoid delays.
  • Enable non-VNDLY users to approve through email.
  • Specify duplicate approver instructions.
  1. From the header, select
    More
    Company Settings
    .
  2. Under
    Organization
    , select
    Workflow Approvals
     and select the
    Configuration
     tab.
  3. As you modify workflow approval configurations, consider:
    Option
    Description
    Example
    Allow Additional Approvers to be Optional
    Enables you to add optional approvers into your approval rule for these approval types:
    • Job Publish
    • Job Change
    • Offer Release
    • Work Order Modify
    • Work Order End
    • Work Order Reopen
    • SOW Acceptance
    • SOW Change Order
    • SOW Closure
    • SOW Reopen
    • Worker Profile Creation
    • Worker Profile Termination
    • Worker Profile Date Change
    You must have the
    approval.additional_approvers.add
     permission to add additional approvers. You can mark those approvers optional.
    You have a Work Order Modification Approval Rule with the Resource Manager as Level 1, but the manager of the Resource Manager is the Level 2 approver and is optional. The Level 2 approver isn’t required for the approval to go through successfully, but they can approve if they choose to and for visibility sake.
    Allow anonymous Approval through email notifications
    If enabled, individuals who aren't registered VNDLY users will be able to approve or reject an item through an email notification. Users can use the
    Specific User
     approver type on approval rules.
    When unchecked, only listed approvers can approve or reject an item through email notifications.
    A VP who's not a VNDLY registered user needs to approve a work order extension that causes the budget to increase more than a certain threshold as a one-time only approval. With this setting enabled, the resource manager of the work order can forward the email approval notification to the VP and have them approve the modification without having to be registered as a VNDLY user.
    Allow Additional Approvers to be added on the same level as system generated Approvers
    Enables users to add additional approvers on the same level as any system-generated approvers configured in related approval rules.
    A user creates a job publish approval rule with Level 1 and Level 2 system-generated approvers (whether they’re required or optional approvers).
    If this setting is enabled, additional approvers can be added at any level, including Level 1 or Level 2. If this setting is disabled, additional approvers can only be added at Level 3 or above, which can help ensure the approvals occur in the correct order.
    Duplicate Approver Handling
    • Remove duplicate approvers in the same level
      : This is the default setting for duplicate approvers. When an approver displays more than once for an approval within a single level, VNDLY will only send 1 approval request to the approver.
    • Remove duplicate approvers across all levels (lowest level takes precedence)
      : The duplicate approver is shown once within the approval chain at the lowest approver level they're assigned to.
    • Remove duplicate approvers across all levels (highest level takes precedence)
      : The duplicate approver is shown once within the approval chain at the highest approval level they're assigned to.
    You select a
    Duplicate Approver Handling
     of
    Remove duplicate approvers across all levels (lowest level takes precedence)
    .
    A Work Order Modification Approval Rule has Resource Manager in Level 2 and Timesheet Approver in Level 4, and both resolve to the same manager who's assigned as the Resource Manager and Timesheet Approver of the work order, that user only displays once as a resource manager approver in Level 2.