Manager Approval
Manager Approval is an additional level in the approval flow that can be used with Lightyear's
Bill Task functionality. This is useful for those that would like an additional layer of approvals at either the "Approvals" and/or "Review" tab.
With Manager Approval enabled, users can be assigned a manager, which will autotrigger a secondary Bill Task once the original assignee has approved their task.
Note: The secondary Bill Task does not apply to tasks sent to external contacts; only existing users in Lightyear.
Enabling Manager Approval
To switch Manager Approval on, select "Company Settings" under "Settings".
Scroll down to "Send Approval Task Customisation" and select "Yes" next to Manager Approval. Finally, select "Update Settings" in the bottom right-hand corner to save this change.
Assigning Managers
Once Manager Approval has been enabled, we'll need to assign a manager to each user. Head to
Settings > Users
For each user, select the
icon, and scroll down to "
Manager Approval" and select the appropriate user for the secondary Bill Task to be sent to. Once complete, select "
Update" in the bottom right to save the changes.
Note: If Manager Approval is enabled, any user that receives a Bill Task must have a manager assigned to them.
Manager Approval Process
When a secondary task is sent to a Manager, the process to approve is identical to the Bill Task process (
link here). With the only difference being a special icon to denote this is a Manager Task.
Depending on the action of the Manager Task i.e. Approved, Declined or Unassigned, the icon will turn green, red or yellow respectively.
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