How can I set up approval steps?

How can I set up approval steps?

This is how you set up approval steps:

  • Click on the main menu icon (in the upper left-hand corner), select your Organisation and open the Approval Workflows page under Workflows and Settings:

    If disconnected, 
    connect to your NetSuite organisation.
  • Select one of the predefined workflows, or design a new one:


  • Create as many approval steps as you need using the   button:


  • Click to rename the approval steps to suit your workflow:
  • Add the Approvers for each step by selecting them from the list of users, or add new users by typing in their email address:
     
  • Activate your approval workflow via the button  .

Feel free to watch our video on this topic.

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