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The process goes something like this:

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Approval modes

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1. In the CMS, navigate to 'Settings' → 'Settings'.
2. Select the 'Orders' tab.
3. Select the 'Restrictions and Charges' sub-tab.

4. Find the checkbox labelled 'Use Advanced Order Approval' and ensure it's unticked. If it displays as a dropdown on your site, simply set it to 'Approval By User'. 
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5. Click the 'Update' button at the bottom of the page to save changes.

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1. Navigate to Users → Advanced User Maintenance.
2. Search for and select the ordering user.
3. Click 'Modify' on the User tab.
4. Update the 'Order Limit' field to the dollar value you wish to trigger approval at.
5. Update the 'Orders Approved By' field to the email address/user ID of the approving user.
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6. Click OK to save.
   
   

Info
If you don't see the 'Order Limit' field on this User tab, get in touch and we'll add it for you!

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1. In the CMS, navigate to Settings → Settings.
2. Select the 'Orders' tab.
3. Select the 'Restrictions and Charges' sub-tab.

4. Tick the box to 'Use Advanced Order Approval' (or if you see a drop-down, set it to 'Approval By User and Account').
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5. Click Update to save your changes.

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1. In the CMS, navigate to Users → Website Users. 
2. Search for and Edit the required user.
3. In the Customer Details section, update the dollar amounts for the user's Order Limit, Requisition Limit, and Approval Limit. 
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4. If the user has access to multiple accounts, you may wish to update the limits for those as well. 
5. Save & Exit. 
6. Repeat Steps 2-5 for other users on the account, including users who will have approval authority.

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Related help

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Related help