I. Intro
Who can perform these steps: Primary administrators or administrators with "Approval" permission.
The Approval administrators can manage the approvals of the organization through the Approval admin console, including form design, process design, data viewing, and so on.
Although they might be called the "Approval administrator" in general in other articles, the administrators for approvals can be further divided into the following three categories:
II. Steps
Set Approval App administrator
- Open the Lark Admin Console, and click Settings > Administrator Permissions.
- On the Role list, set the following two types of administrators as needed.
- To add a primary administrator, click Add Administrator on the right of the Primary administrator entry.
- You can click Details to view or remove the primary administrators.
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- To add an administrator with Approval permission, click Create Role in the upper-right corner and follow the guidance. Remember to select App Management and Approval for Tools in the Select permissions step.
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For more information on setting up administrator roles, see Admin | Add administrators and create administrator roles.
Set Approval administrators (Approval sub-admins)
- Open the Approval admin console, and click Permissions Management > Add Sub-Admin.
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- Click the + icon to add sub-admins, select a member, and set their permission ranges as needed. You can choose from Scope Restriction (Only approvals with self as owner) and All Approvals.
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- If you need to modify or delete a sub-admin later, you can click the corresponding icons on their entry in the sub-admin list.
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Set process administrators
- Open the Approval admin console, click Create Approval to create a new approval, or click the Edit icon on the right of an existing approval to edit the details page.
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- On the Basic Info page, find the Process Administrator setting:
- Click the icon to add a process administrator, select a member, and click Save.
- By default, the new process administrator inherits the permissions of the administrator who added them as the process administrator.
- If you're an Approval app administrator, you can click Permissions next to the new administrator to edit the permissions of the process administrator. You can further Set query range to limit the visibility of data to the new process administrator.
- Click Delete to delete a process administrator.
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III. FAQs