Explore the different types of users who work with Advanced Approvals and the permissions they need.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions where Advanced Approvals is enabled |
To begin, create users for Advanced Approvals. Each user must be assigned a profile, which defines their default settings. Grant specific access by assigning the appropriate permissions. A user can have many permissions.
| approvals Persona | What Personas CAN do | permission name |
|---|---|---|
| Approval Designer | Design and activate approval workflows. |
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| Approval Submitter | Initiate submissions and submit or recall them for approval. |
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| Approval Reviewer | Receive notifications and review approval work items. A reviewer can be a user, group, or queue. |
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| Approval Delegate | Review and act on approval work items on behalf of the original reviewer during an active delegation period. Delegates receive email notifications for assigned work items. |
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| Approval Administrator | Manage organization-wide settings and modify, recall, or cancel submissions and review or override any work item. An approval admin also has access to work item conditions and criteria. |
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