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.

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