User roles for opportunity approvals in business processes
This topic describes available roles for opportunity
approvals in business processes.
All users with access to an opportunity can request approval for a change to that opportunity. These approval requestors submit requests for approval to approvers who approve or reject the changes.
Note: To designate users as approvers, you must add them to
the Business Process Approver privilege group that has
OpportunityApprovalApprove privileges before they can
approve or reject approval requests. Users who need to create new approval
processes will need OpportunityApprovalRequest user
privileges, otherwise they will only be able to view or run an existing
approval process.The following table shows which user roles can perform specific functions.
| Function | Administrator | Approval Requestor | Approver |
|---|---|---|---|
| Create and modify business process templates in the Business Processes tab on the Customize workspace | Yes | No | No |
| Create and modify business process forms in the Business Processes tab on the Customize workspace | Yes | No | No |
| Approve or reject a business process by updating the status and the outcome in the Steps tab in the approval request form on the Opportunities workspace | Yes | No | Yes |
| Approve or reject a business process in the docked to review or docked workspace | Yes | No | Yes |
| View a business process in the Business Processes tab on the Customize workspace | Yes | Yes | Yes |
| View a business process in the docked to review or docked workspace | Yes | Yes | Yes |
| View approval steps in the My Approvals tab on the Schedule workspace | Yes | No | Yes |