Projects

As a system administrator in Visma.net Approval, you can assign one or more approvers to the project unit combinations. The table consists of four sections, described below.

Project units

The project units shown are retrieved from the service you are sending documents from. The column headers show the project unit types. Via the drop-down menu below each project unit type, you can select the project unit you wish to assign an approver to.

If you have multiple project unit types, you can create combinations of project units to assign an approver to. You can also choose to select any as a project unit. This means that the approver can approve all documents for the project unit type.

Approver role

The approver role is used to determine the correct approver in each step of the workflow. This way you can create a workflow with several steps for the same project unit combination. It is the approver role that you select in the workflow window.

To add new approver roles, go to Configuration - Roles.

Read more about adding, editing and deleting approver roles in Roles.

Approver

Assign approvers for the specific project unit and approver role combination. You can assign several approvers to one project unit and approver role combination, and one approver can approve for several combinations. To assign an approver, click the Edit icon under the Actions column and enter (a part of) the name in the Approver field. You can then select the approver from the list.

You can delete the approvers at any time. Please note that if a task is already assigned to an approver, it can still be approved by this approver. The change affects only new tasks.

Actions

When you create a new row for project units, approver roles, and approvers, you must enter information in all fields before the Save button becomes available.