You will be able to add Project Details from here - Click to access
Access role: super, assignment_owner, and assignment_runner will be able to add project details, and make changes.
This article explains about -
- Booking Approver levels.
- How to add a user as a Booking Approver at levels 1 and 2?
- Can I add the same user at level 1 and level 2?
- What happens when you add a user as a Booking approver?
- How can I remove a user from the Booking approver list?
A customer books one or multiple units in a project. From the sales application a sales manager can move the lead to the booking done bucket. Then, it will be sent for approval to the respective booking application approver (can be team lead or other people who manages booking, finance in the company).
How to add a user as a Booking Approver?
To add a Booking Approver, search for the name of the user as shown in the pic below.
There can be one or multiple approvers at levels 1 and 2.
What happens when you add a user as a Booking approver?
The users who'll be added as booking approvers at levels 1 and 2, will be receiving emails on their registered email address of bookings requests sent by agents or sales members.
Booking Approver will have access to booking section as shown in the pic below -
Can I add the same user at level 1 and level 2?
There can be the same user added at levels 1 and 2.
How can I remove a user from the Booking approver list?
Next to the booking approver names added in the list, you'll see the 'Remove' option.
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