Email approver field

Introduction / Overview:

The Email Approver Field is a type of Additional Order Field that enables users to designate an email address responsible for approving specific orders or ticket requests. When an order is placed, the designated approver(s) will receive the details for review and approval. This ensures a controlled approval process, enhancing security and accountability.

Multiple Email Approver Fields can be added, and the order in which they appear in the order form determines the sequence of approvers.

Activation & Setup:

Step 1: Access the Additional Order Fields

• Navigate to Settings from the main dashboard.

• Select Lists from the menu.

• Click on Additional Order Fields.

Step 2: Add a New Email Approver Field

• Click on the Add New Field button.

• In the field type selection, choose Email Approver.

• Enter a name for the field.

• Click Save to finalise the setup.

FAQs:

Q: Can I add multiple email approvers?
A: Yes, you can add more than one Email Approver Field, and the order in which they appear in the order form determines the sequence of approval.

Q: Can the email approver be a shared inbox?
A: Yes, as long as the shared inbox is monitored and capable of receiving approval requests.