Creating and Maintaining Organization Approval Roles
Organization approval roles provide a flexible way to assign users within our dynamic approval workflow logic. With approval workflows in FTE Tree assigned by department, these roles allow you to map a user, role, and department together.
When creating an approval workflow for your organization, you may attach a specific user to a specific workflow, or you may attach one of these organization roles to the workflow. By mapping the role to a user in a specific department, the appropriate role user is dynamically added during the creation of an approval request.
Organization roles cascade down the department tree, so if you assign a CFO to the top of your department tree and assign the CFO role to an approval workflow step, the CFO as defined will be automatically pulled in and added to the workflow. Similarly, you may assign the director role to an approval workflow and map the appropriate director to each department in your tree.
We provide a list of roles that you may use or customize as needed. If you wish to delete a role, ensure it is not used elsewhere before deleting it. An availability flag is also provided, allowing roles to continue being mapped to existing departments and approval workflows but not be added to new ones.
The organization approval roles are not required, but they offer significant convenience and flexibility to your approval workflows.