Add New Briefing Approver Roles

Use the Briefing Approval submodule to add new briefing approver roles.

To use the Briefing Approval submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new briefing approver role:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new briefing approver role.
3. In the left pane of the Settings screen, click Company Approvals > Briefing Approval.
4. On the grid toolbar, click Add Role .
5. In the Add Role dialog box, use the drop-down list to select the role that you want to add as a briefing approver and click OK.
6. You can edit the Priority field by double-clicking on it.