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Authorization - Approve or Reject

Authorization - Approve or Reject

Owned by Matthew Cavallo (Unlicensed)
Last updated: Sep 12, 2023 by Stephanie Smith
1 min read

Description: In this topic, the user will learn how to approve or reject an authorization.

Role Required: Super User, Authorization

Permission Required: Authorization Admin

  1. Log in to personal profile

  2. Click Authorization on the main menu

  3. Click Pending Authorizations on the submenu

  4. Locate the pending authorization in the table below the search box or utilize filters (i.e., start date or end date of the authorization, client name etc.)

  5. Click Search

  6. To approve the pending entry, select the A then click Yes to confirm the approval

    1. A green bar will display to notify the user of the approval

  7. To reject the pending entry, select the R then click Yes to confirm the rejection

    1. A red bar will appear to notify the user of the rejection 

  8. Approved and rejected authorizations will disappear from the pending authorizations list

  9. Once approved, the authorization is ready and available to use.

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