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Creating a Record-Specific Authorisation Chain - User Level

To create a record-specific authorisation chain for an individual user, please follow the steps below:

  • Navigate to Admin tools > Admin panel > Users > Users
  • Search for the user and click Edit
  • Scroll to the Authorisers section
  • Click Add record-specific chain
  • Select the Authorisation template (Single step, dual step, no authorisation)
  • Select the record type for the chain to affect, and whether you want this for booking and/or cancellation
  • Select the authoriser/s 
  • Click Save record

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