On this tab, you can specify who can approve documents, which are in the currently edited step, through this case. With these settings, you can limit the set of users allowed to approve the document through the case. However, you cannot add users and roles that are not allowed to approve the step.

 

The tab is divided into the following two sections:

 

Roles which can approve

 

The following options are available in this section:

 

•Use step settings - members of all roles defined for the step will be able to approve through this case.

•Only listed - members of the roles in the list below are allowed to approve through this case, unless they are among the All except listed users in the second section.

•All except listed - members of all roles are allowed to approve through this case, except members of the roles in the list below and the All except listed users in the second section.

 

If you select Only listed or All except listed, use the Add roles button to add roles to the list, and Remove selected to remove selected roles from the list. By clicking the icon, you open a drop-down menu with the Remove all option, which removes all roles from the list.

 

Users who can approve

 

The following options are available in this section:

 

•Use step settings - all users defined for the step will be able to approve through this case.

•Only listed - users in the list below are allowed to approve through this case, unless they are members of the All except listed roles in the first section.

•All except listed - all users are allowed to approve through this case, except the ones in the list below and members of the All except listed roles in the first section.

 

If you select Only listed or All except listed, use the Add users button to add users to the list, and Remove selected to remove selected users from the list. By clicking the icon, you open a drop-down menu with the Remove all option, which removes all users from the list.