I. Intro
Who can perform these steps: Primary administrators or administrators with Approval management permissions.
In the design of the approval process, the administrator can select a role as the approver. A role is a certain type of members in the organization structure, such as HR, Administration, or Finance, including one or more members. Lark Approval shares the roles with the Lark Admin Console, where you can decide which members belong to a role.
By setting roles as approvers, if an approver resigns, other members of the same role can keep the process going without modifying the approval process.
II. Steps
- Open the Approval admin console and do either of the following:
- Click Create Approval to create a new approval.
- Click the Edit icon on the right of an existing approval to open its details page.
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- Go to the Process Design page and click the Approval step to bring up the Approval pane.
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- In the Set Approvers tab of the prompted pane, set the Approver to Role and select a role in the drop-down list below in the Select section.
- Notice: Role information is synced from and can only be modified in the Lark Admin Console. For more information, see Admin | Configure process approvers.
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- Decide the action to take When approver is empty and When the approver and requester are the same person as needed.
- Note: If there are multiple members in the role, When the approver and requester are the same person takes priority over When approver is empty.
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III. FAQs