The PERSUIT platform lets organizations manage which team members are authorized to submit requests, known as Request Approvers. If you are not assigned as a Request Approver, you can still create and draft requests, but you’ll need to work with a Request Approver to officially publish and send them.
In this article, you’ll learn about:
Requesting Approval When You Don’t Have Access
Once you’ve finished drafting your request, it’s time to officially submit it. To do so, click the Request Approval button located at the top of the drafting screen.
When the Request Approval window appears, you’ll see a dropdown where you can Select an Approver. If there are no approvers listed, reach out to your internal PERSUIT Group Manager to learn who your approvers are.
After selecting the appropriate approver, press Request Approval.
You’ll know it’s been successfully sent to the approver when this green popup that reads “Request sent to Approver(s) for Review” appears at the bottom of the page.
Receiving Email Notifications for Approved Requests
After the Approver has reviewed, approved and submitted the request, you’ll receive an email notification stating as such.
You’ll also be able to view the submitted request within the request library at the bottom of your homepage.
If you have any other questions, please reach out to our Support Team at support@persuit.com.
Comments
0 comments
Please sign in to leave a comment.