Create an approval profile
To create an approval request:
- Go to Approval Request > Approval Profile.
- Select Create to create a new approval profile.
The New Approval Profile window opens.
- Enter the following information:
Name
The name of the approval profile.
Number of Approval Tiers
The number of approval tiers a secret request is processed through.
Description
Optionally, enter a description.
Tier-1 Settings
Tier 2 and 3 options are same as tier 1.
Required number of Approvals
The minimum number of approvals required.
The number of user or user groups reviewing a secret request as part of an approval profile must be at least equal to the number of approvals required to pass the request to the next tier or approve it.
Approvers
Select + and from the list, select users in the Select Entries window.
The selected users will review the secret request.
To add a new user:
- From the Select Entries window, select Create.
The New User Definition wizard opens.
- Follow the steps in Creating a user, starting step 2 to create a new user.
Use the search bar to look up a user.
Approver Groups
Select + and from the list, select user groups in the Select Entries window.
The selected user groups will review the secret request.
To add a new user group:
- From the Select Entries window, select Create.
The Create New User Group window opens.
- Follow the steps in Creating user groups, starting step 3.
Use the search bar to look up a user group.
- From the Select Entries window, select Create.
- Click OK.