+Process - Ability to dynamically assign approvers based on Worker Type and/or Role Type | INX +Process

+Process - Ability to dynamically assign approvers based on Worker Type and/or Role Type

unplanned - open for votes

We would like to have the ability to have separate approvers for site entry for different role types. E.G we would like to have the Head of Plant approve the plant operators and the Head of Transport approve a truck driver

August 10, 2021

Kassie Conway

marked this post as

unplanned - open for votes

Kassie Conway

Hi Troy, 
Thank you for your request in regards to User Security within +Process.
Currently we have the ability to filter a Security User eg Approver to a specific Employer, Workgroup and Workflow.
I understand you would like to also include the ability to filter the Security User to Roles also.
So for example if a Role field were made available to populate (similar to Employer field) to add 1 or multiple roles, the Security User eg Approver, will only receive approval requests relevant to People in those roles. - If field is blank ALL roles will pass through.
If you can confirm this is your intention?
I will leave this post open to allow for Votes and Comments.
Looking forward to hearing from you
Kassie & The Product Team