Back to Mavenlink.com Blog Tour Status

Enabling Resource Requests and Defining Approvers

Available in: Enterprise and Premier

Step-by-Step

Enable Resource Requests and Add Approvers through Resource Management

  1. Go to Settings Resource Management. resource-requests-settings-resource-management.png
  2. Choose Edit. settings-resource-management-edit.png
  3. Toggle On, and use the search box to select your Approvers. settings-resource-settings-enable-access-groups.png
  4. When you are finished, click Save.

Step-by-Step

Add Approvers through Settings > Members

  1. Go to Settings Membersresource-requests-settings-members.png
  2. Search for the name or names of those you want to approve requests. resource-request-search-member.png
  3. Open their side panel.
  4. In the Permissions section, check the Resource Request Approver box. resource-request-member-select-approver.png

Any member marked as an Approver will be available from the Approver drop-down menu in the Resource side panel.

 

TIP

Note that if Access Groups are enabled, you can mange who can submit resource requests through the Resource Management Access access group set.

 

Related Articles:

Step-by-Step:

Created on