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