The “Approval Manager” permission typically allows a user to create and edit policies. It does not automatically add the user as an approver on the policy.

1. Refer to the following article for details on how to create a policy for a payment: How does a user create a policy for a payment?  

2. Refer to Steps 6 and 7 in the article.

3. Note, in order for a user to be added as an approver, they will need to be part of the approvals listed in the specific policy.

4. Refer to the following article for details on what the Approval Manager allows a user to do: What does Approval Manager allow a user to do? 

Why is this page important?
Understanding the reasons behind approval access issues helps organizations troubleshoot effectively and ensures that users can perform their roles as intended.

Next Steps:

1. Review the user’s permissions and roles to confirm they have all necessary access rights.

2. Check for any pending payment approvals assigned to the user.

3. Investigate any system configuration issues or consult with IT support if needed.

4. Communicate with relevant stakeholders to clarify expectations regarding the user’s approval capabilities.

Related FAQ Articles:

• How does a user approve a payment?

• What permissions are needed for a user to only have a card?

• What permissions need to be applied for a user to create payments?

• What permissions need to be applied for a user to view payments?

• What permissions need to be applied for a user to create recipients?

• What does Company Manage allow a user to see?