Approval page editing permissions : Ocerra Support Portal

Approval page editing permissions Print

Created by: Irina Kavchik

Modified on: Thu, 7 Sep, 2023 at 11:43 AM

Overview:

Configure what approver can edit on the approval page.

By default, Approval page is in a read-only format. However, you can give a permission to an approver to edit approval page the same way you can edit it on the invoice page.

Giving permission to edit approval page

In Ocerra, navigate to Settings - General - and enable Can Edit On approval page parameter and click save:

This permission will change the Approval Page layout to the Invoice Page layout. Approvers can still only see invoices assigned to them.

'Can Edit On Apprv' enabled:

'Can Edit On Apprv' disabled:

Permission to edit Custom Fields

You may have custom fields setup in Ocerra and you can give approvers permission to edit it on the document.

Go to Settings - Custom Fields - and enable what can approver edit in the Can Approver Edit column:

Editing Extension Columns

You may have extension columns setup in Ocerra and you can give approvers permission to edit it on the document.

Go to Settings - Extension Columns - and enable what can approver edit in the Can Approver Edit column:

Irina is the author of this solution article.

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