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Creating a Record-Specific Authorisation Chain - User Level

Who this guide is for: System administrators – Requires ‘System Admin’ role and Users permission


Overview:
This guide explains how to create a record-specific authorisation chain for an individual user, allowing you to override default approval workflows on a per-record basis.


How Record-Specific Authorisation Chains Work:
By default, absence and cancellation requests follow an authorisation workflow. A record-specific chain lets you assign a different approval path (single step, dual step, or no authorisation) for a particular user and record type, ensuring exceptions can be handled appropriately.


How to Set Up a Record-Specific Authorisation Chain:

  1. Go to Admin tools > Admin panel > Users > User Overview.
  2. Search for the user and click Edit on their row.
  3. Scroll to the Authorisers section.
  4. Click Add record-specific chain.
  5. In the dialogue, select the Authorisation template (Single step, Dual step, or No authorisation).
  6. Choose the Record type to apply (e.g. Absence booking or Cancellation) and tick Booking and/or Cancellation as required.
  7. Select the Authoriser(s) who will approve these records.
  8. Click Save User at the top of the page.


Additional Information:

  • Record-specific authorisation chain: A custom approval workflow for a single user and record type.
  • Authorisation template: Defines the number of approval steps (single, dual, or none).
  • Record type: The category of request (e.g. absence booking, cancellation).
  • Requires ‘System Admin’ role and Users permission.
  • Tip: Use this feature sparingly for genuine exceptions to avoid complicating your overall approval structure.
  • Reminder: Template-level chains remain in effect for all other users and record types.
  • Use the search function within the platform to quickly find features or settings.

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