Set up an order approval role

How can I set up an administrative user to be an order approver?

With Liftoff's roles & permissions settings, it's simple to assign the task of "order approver" to a single user or group of users.

The first step is to create the role. Navigate to the top right of your Liftoff screen, hover your mouse over your name, and click on Roles.

Step 1.  Select Roles from the top right menu.Step 1.  Select Roles from the top right menu.

Step 1. Select Roles from the top right menu.

Click the Add Role button. For an approver on an account, we will make this an "Account Role."

When you select the "Account Role" radio button, you'll have an opportunity to select an account from the drop-down list. Choose the account from the list and give the role a name, such as "Order Approver" or " Approver". The description is optional.

Step 2.  Create your role.Step 2.  Create your role.

Step 2. Create your role.

As soon as you click the Save & Create button, a list of permissions with checkboxes will show up. For an approver, you'll want to make sure the following permissions are checked:

  • Pending Orders --> Approve Pending Orders

  • Pending Orders --> View Pending Orders

Step 3.  Define your role's permissions.Step 3.  Define your role's permissions.

Step 3. Define your role's permissions.

You may also wish to enable the following:

  • Pending Orders --> Edit Pending Orders
    If order editing is enabled for your site, you may wish to allow the approver to make changes to an order prior to approving it (e.g. adjusting quantity, correcting a spelling error on a variable product, etc.)

  • Pending Orders --> Approve Pending Orders Not Assigned to Me
    Enabling this will allow the approver to approve any orders that were not assigned to them for approval. This is helpful for a manager.

  • Pending Orders --> View Pending Orders Not Assigned to Me
    Enabling this will allow the approver to view any orders that were not assigned to them for approval that are currently waiting for approval.

  • Orders --> View Orders (if this user needs to see orders that have been approved)
    Note: Enabling this permission will allow the user to see all orders that have been approved -- even orders that were not assigned specifically to them for approval.

Once you've set the permissions and saved them, you'll need to assign this new role to the administrative user. Hover over your name at the top right of your screen once again, and select Users from the drop-down menu.

Step 4.  Assign your role to a user.Step 4.  Assign your role to a user.

Step 4. Assign your role to a user.

If your user doesn't already exist, you'll need to add them using the Add User button.

If you're adding a new user, provide their name, email address (this will be their login) and a temporary password (must be at least 8 characters). They can reset their password later. Select the new role you created from the available list of roles, followed by the Save & Create button.

If your user already exists, click the Edit button to the right of their name, select the new role you created from the available list of roles, then click the Save & Create button.

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Roles can be assigned to as many users as needed.

It's important to note that the highest level of permissions will apply to a user.