Objectives
Steps
App4Legal allows you to configure roles for users based on company hierarchy, enabling you to specify the manager for each user. By assigning roles, such as Line Manager, Legal Review, Finance, General Manager, and more, you can determine the appropriate Approval Center and Signature Center for each requester based on their business unit and department.
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To begin, you must enable the Roles Feature from the Contracts Setup and Configuration: Navigate to the System Preferences→ Setup & Configuration→ Contracts/Documents Default Values
Scroll down and allow Roles to be selected as approver and signees.
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The next step is to configure these roles from the Client Portal Settings. Therefore, go to System Setting→ Client Portal→ Configure Roles
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