Approval Permissions

A user can only view and act upon offer and promotion approvals if they have been granted permission to do so. These approval permissions can be configured around certain conditions, such as suppliers, countries and catalogues.

A user can also only specify automatic offer approval rules if they have been granted the relevant account permissions.

To access existing approval permissions for a specific user, navigate to the Team page in the Settings area of the platform, then select the desired user.

On the user page, click the Approval Permissions tab to view all existing rules for this user.

1. Select + Add Permission to begin creating a new approval permission rule.

2. Enter a name for the rule and select whether it is for Offers or Promotions. Each rule can only apply to one type.

3. Configure one or more conditions for the approval rule. To add your first condition, click + Add Condition, then select the condition type. Country and supplier conditions can be either type include (only selected items are granted approval permissions) or exclude (everything but the selected items are granted approval permissions). To finish adding a condition, click Save Condition. :::info-tipThe conditions behave as AND within each permission and operate as OR between permissions.:::

4. Click Save to complete the process and finalise the rule.

To edit an approval permissions rule, click on the appropriate row, or select the dropdown menu for that rule and click Edit. After making your desired changes, click Save.

To delete an approval permissions rule, select the dropdown menu for that rule and click Delete.

1. Navigate to the Team page in the Settings area of the platform, then select the user you wish to create the permission for.

2. From the Approval Permissions tab, select + Add Permission to begin creating a new approval permission rule.

3. Enter an optional name for the rule and select type Offers.

4. Create a conditon to include the appropriate supplier and click Save Condition.

5. Create a condition to include the appropriate country and click Save Condition.

6. Click Save to complete the process and finalise the rule.

1. Navigate to the Team page in the Settings area of the platform, then select the user you wish to create the permission for.

2. From the Approval Permissions tab, select + Add Permission to begin creating a new approval permission rule.

3. Enter an optional name for the rule and select type Offers.

4. Create a condition to include the appropriate catalogue (by first selecting the supplier) and click Save Condition.

6. Click Save to complete the process and finalise the rule.