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Administrator Guide

Create Approver Types

Create Approver Types

Approver types enable you to configure the user who should be the approving authority on the item.

From the header, select

More

Company Settings

.

Under

Organization

, select

Workflow Approvals

.

On the

Approver Types

tab, select

Create

.

Select an

Approver Type

.

Approver Type	Eligible Approval Types	Additional Details
Specific Email	Job Publish Job Change Offer Release Offer Acceptance Work Order Modification Work Order End Work Order Reopen Timesheet Expenses & Adjustments Invoice Worker Profile Creation Worker Profile Date Change Worker Profile Termination Scheduled Payments Approval (Milestone) SOW Acceptance SOW Change Order SOW Closure SOW Work Order End SOW Payments SOW Reopen SOW Adjust Approved Payment	You can use this approver type to specify the email that belongs to the approving authority of the item. This approver type is often used to specify users who are not necessarily part of the system but still need to approve the item. If the configuration for Allow anonymous approvals through email notification is turned off, then this approver type cannot be used for an approval rule.
Specific User	Job Publish Job Change Offer Release Offer Acceptance Work Order Modification Work Order End Work Order Reopen Timesheet Expenses & Adjustments Invoice Worker Profile Creation Worker Profile Date Change Worker Profile Termination Scheduled Payments Approval (Milestone) SOW Acceptance SOW Change Order SOW Closure SOW Work Order End SOW Payments SOW Reopen SOW Adjust Approved Payment	This approver type is often used to specify a user within the system who is higher up in the management level chain. Example: A VP level approver.
Resource Manager	Job Publish Job Change Offer Release Offer Acceptance Work Order Modification Work Order End Work Order Reopen Timesheet Expenses & Adjustments Worker Profile Creation Worker Profile Date Change Worker Profile Termination Scheduled Payments Approval (Milestone) SOW Work Order End	You can use this approver type to specify if the resource manager listed on the item needs to be the approving authority of the item. Example: The resource manager listed on the work order needs to approve or reject work order modifications.
Resource Manager Plus	Job Publish Job Change Offer Release Offer Acceptance Work Order Modification Work Order End Work Order Reopen Timesheet Expenses & Adjustments Invoice Worker Profile Creation Worker Profile Date Change Worker Profile Termination Scheduled Payments Approval (Milestone) SOW Work Order End	You can use this approver type to specify if the manager of the resource manager listed on the item needs to be the approving authority of the item.
SOW Manager	SOW Acceptance SOW Change Order SOW Closure SOW Work Order End SOW Payments SOW Reopen SOW Adjust Approved Payment	You can use this approver type to specify if the SOW manager of the SOW needs to be the approving authority of the SOW-related item.
SOW Manager Plus	SOW Acceptance SOW Change Order SOW Closure SOW Work Order End SOW Payments SOW Reopen SOW Adjust Approved Payment	You can use this approver type to specify if the manager of the SOW manager listed on the item needs to be the approving authority of the item.
SOW Manager From Top	SOW Acceptance SOW Change Orders SOW Closure SOW Reopen SOW Payments SOW Adjust Approved Payment	You can use this approver type to specify the approving authority for several SOW approvals using the SOW manager's reporting chain.
First Level Manager	Job Publish Job Change Offer Release Offer Acceptance Work Order Modification Work Order End Work Order Reopen Worker Profile Creation Worker Profile Date Change Worker Profile Termination SOW Acceptance SOW Change Order SOW Closure SOW Work Order End SOW Reopen	You can use this approver type to specify if the manager of the user who's submitting the item for approval needs to be the approving authority of the item.
Timesheet Approver	Job Publish Job Change Offer Release Offer Acceptance Work Order Modification Work Order End Work Order Reopen Timesheet Expenses & Adjustments Scheduled Payments Approval (Milestone)	The timesheet approver listed on the work order needs to approve or reject the timesheets submitted for the particular work order.
Vendor Approver	Timesheet Expenses & Adjustments	You can use this approver type to specify if the vendor company listed on the timesheet, expenses, and adjustments need to be the approving authority of the item. Example: The vendor company listed on the work order needs to approve or reject timesheets submitted for the particular work order.
Expense Approver	Job Publish Job Change Offer Release Offer Acceptance Work Order Modification Work Order End Work Order Reopen Timesheet Expenses & Adjustments Scheduled Payments Approval (Milestone)	You can use this approver type to specify if the expense approver listed on the item needs to be the approving authority of the item. Example: The expense approver listed on the work order needs to approve or reject the expense reports submitted for the particular work order.
Program Team	Job Publish Job Change Offer Release Offer Acceptance Work Order Modification Work Order End Work Order Reopen Timesheet Expenses & Adjustments Invoice Worker Profile Creation Worker Profile Date Change Worker Profile Termination Scheduled Payments Approval (Milestone) SOW Acceptance SOW Change Order SOW Closure SOW Work Order End SOW Payments SOW Reopen SOW Adjust Approved Payment	You can use this approver type to specify if the program team listed on the item needs to be the approving authority of the item. Example: The program team listed on the work order needs to approve or reject the work order modifications.
Role Tag Group Approver	Job Publish Job Change Offer Release Offer Acceptance Work Order Modification Work Order End Work Order Reopen Timesheet Expenses & Adjustments Invoice Worker Profile Creation Worker Profile Date Change Worker Profile Termination Scheduled Payments Approval (Milestone) SOW Acceptance SOW Change Order SOW Closure SOW Work Order End SOW Payments SOW Reopen SOW Adjust Approved Payment	Every MSP user within the system should be able to approve work order modifications submitted across all business units regardless of whether or not they're assigned to the item or not.
Management Level Approver	Job Publish Job Change Offer Release Offer Acceptance Onboarding Work Order Modification Work Order Reopen Work Order Termination SOW Acceptance SOW Closure SOW Reopen SOW Work Order End SOW Payments SOW Adjust Approved Payment Timesheets Worker Profile Creation Worker Profile Date Change Worker Profile Termination Scheduled Payments (Milestone)	You can use this approver type to incorporate manager users into an approval chain based on the Management Level set on their user profile. See:
Second Level Manager	Job Publish Job Change Offer Release Offer Acceptance Work Order Modification Work Order End Work Order Reopen Worker Profile Creation Worker Profile Date Change Worker Profile Termination SOW Acceptance SOW Change Order SOW Closure SOW Work Order End SOW Reopen	You can use this approver type to specify if the manager up two levels from the user who's submitting the item for approval needs to be the approving authority of the item.

Configure Management Levels