User Tip: When you have one approver and another purchaser

Within labs, there is often one person in charge of approving requests and another who actually places the orders. If that is the case with your lab, here is how you can setup your Group and email notification settings so that the proper Admins are notified when it's their turn to take action!

For the Admin who approves requests:

1. Promote them to an Admin if they are not already.

2. On the the Manage Groups - Group Settings page, select the checkbox next to their name to ensure they receive an email when a new request is submitted.

admin_request_emails.png

For the Admin who is in charge of purchasing:

1. Promote them to an Admin if they are not already.

2. On the Manage Groups -Group Settings page, uncheck the box next to their name so they do not receive an email when a new request is submitted. 

admin_request_emails.png

3. In their personal email settings, they must select the time frame for how often they'd like to be notified when a Request is approved by another admin. This selection will send an email to them after the other Admin has approved a request. 

request_approved_by_admin.png

 

Next Up: Learn how to invite someone as an Admin

  

More questions? Contact us

Have more questions? Submit a request

Comments