Security Roles setting for Credit card approver

Sabrina Wong
Sabrina Wong
First Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hi

I need to set up all of our department managers as a users to approve credit card transactions.

Could you please advise which security settings or roles I need to assign under AP Roles, Shared Components Roles, and Web Portal Roles to enable access for these approvers?

Thanks so much for your help!

Comments

  • Brian Rojo
    Brian Rojo
    Tenth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Sabrina Wong

    We give the user access to Web Portal Roles and then we go into the settings in expense management and activate the ability to approve. Then we build the approval rules to the relevant individuals.

  • Ed Leiter
    Ed Leiter
    Ninth Anniversary Kudos 1 Name Dropper Participant

    @Sabrina Wong
    I second what Brian posted. That is what we did.

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