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.
|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|