Changing a Users authoriser(s)

For: System Administrators

Overview

This guide explains how to manage user authorisation settings, including changing authorisers, updating authorisation templates, and creating record-specific authorisation chains.

How Authorisation Settings Work

Authorisation settings determine who actions a user’s absence/overtime requests and how many actionable steps are required. Key options for action steps include:

• No authorisation – Requests auto-approve.
• Single-step – One approver required.
• Dual-step – Two approvers required.

Additionally, you also have the option to set up record-specific chains - with this, you are able to configure custom approval rules for certain record types.

How to Set Up Authorisation Settings

Changing a User’s Authoriser(s)

1. Navigate to Admin Panel > Users 
2. Locate the user and click "Edit".
3. Scroll to the "Authorisers" section.
4. In the "Authorisation level 1", select a new approver from the dropdown.
   • Optionally, you can also assign an alternative authoriser - this will send the actionable record to the alternative authoriser when the default authoriser is absent or when the request has not been actioned within an inactivity period
5. Repeat for additional levels if using a multi-step authorisation template.
6. Click "Save user" in the top right corner of the page.

Changing a User’s Authorisation Template

1. Navigate to Admin > Users
2. Locate the user and click "Edit".
3. Scroll to the "Authorisers" section.
4. Select a new "Authorisation Template"
   • Best Practice: Ensure the user has no pending requests before changing templates.
5. Assign approvers for each step (if applicable).
6. Click "Save user" in the top right corner of the page.

Creating a Record-Specific Authorisation Chain

1. Navigate to Admin > Users 
2. Locate the user and click "Edit".
3. Scroll to the "Authorisers" section.
4. Click "Add record-specific workflow".
5. Select an "Authorisation Template".
6. Choose the "Record type" (f.e "Holiday") - you can choose multiple
7. Choose the "Record status" (Authorisation, cancellation, or both)
8. Assign approver(s).
9. Click "Save user" in the top right corner of the page. 

Additional Information

• Key Terms
  • Authorisation Template – Determines approval steps (none/single/dual).
  • Record-Specific Chain – Custom approval rules for certain records.
• Permissions Required
  • Users permission in your e-days role.
• Best Practices & Reminders
  • ✔ Search Tip: Use the platform’s search function to quickly find settings.
  • ✔ Avoid authorisationtemplate changes while requests are pending.

Tags: approver setup, authorisation workflow, dual-step approval, record-specific approval, user permissions