Assigning the approver role (E)

To add an Approver role to a group or a user open the Engage Process Admin Center tool, select the Users & groups tab, select a user or a group in the list and press the Add / Remove button behind Roles in the right hand side pane. The following dialog appears:

Check the Approver role and press OK.

A group with the Approver role cannot be empty. If this is the case you will get the following warning:

Every user belonging to a group with the Approver role and every user with the Approver role can perform the quality check of a process and eventually approve or reject it. However, the distribution of users in the Approver groups is very important here:

If an Approver group is designated by the User manager or a modeler for the quality check of a given process this means that all members of this group must make their decisions. Then, the process is considered as approved if all group members have approved it.

The User manager or a modeler can designate one or more groups and/or users with the Approval role as approvers of a given process. Then, all designated users and all members of the designated groups must make their decisions.

A user who is a member of an Approver group but has no Approver role himself/herself cannot be designated individually as an approver of a process. Therefore, the Approver groups must be carefully composed. The good practice is to create one Approver group per each category of processes so it would be clear what group should be assigned to what process.