Approver types define individuals or roles that can be included in approval paths. Each approver type can be assigned to any approval path. You may edit the pre-defined approver types, or create new approver types to meet your company's unique requirements. The approver type defines who will carry out approvals when this type is assigned to an approval path.

You can have Approver types to be:
A Specified User  (
you select the approver by name):
A specific user who will approve the requests based on the Approval permissions he/she has, or the permissions that you can grant in the 'Override approver's permissions' which will override the existing approval permissions the user has. Refer the 'More information' section for details on approval permissions.

A role in your organization (Supervisor, Project Leader, or Client/External Approver):
whoever occupies the selected role for the user will approve the user's items: Whoever occupies that role for the user will approve the user's items for example, if the Supervisor role is assigned to an approval type, and that approval type is used in a timesheet approval path, then a user assigned that approval path will have their timesheets approved by their supervisor.

Note: The approver's role, and the permissions in use, determine which parts of the item the approver can view, approve, and modify, for example, a project leader acting as an approver can only view and approve time associated with their projects, and cannot edit a task or add new rows to a timesheet.

Approval permissions determine which items approvers are allowed to view, edit, or approve, along with other approval options. Each approver type can use one of the following,

  • The approval permissions of the approver who is assigned to the type. This is the default.
  • The approval permissions you define specifically for the approver type, that override the assigned approver's permissions. You can use this option to assign unique permissions to each approval type, specific to what items that type will be approving. Associating permissions with an approver type makes it easier to change the approver assigned to that type for example, if you want a certain user to approve,

    • Timesheets only for a small group of employees that they supervise, and
    • Expenses for everyone in your company.

Therefore, one approver type must allow them to approve time, while another approver type must allow them to approve expenses. They cannot be assigned both permissions in a single approver type, because they must be prevented from approving time for all users.

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