Online and Mobile for Business - Approve a Business User - 1st Source

WHEN are user approvals required?

When there’s at least one other person at the business who can approve the user.

WHO can approve users?

Primary admin, secondary admins, and users entitled to “Approve User.”

What happens when a user profile needs approval?

  • New user status is “Setup Pending Approval.”
  • Email notifications are sent to Business Admin(s) and users with approval entitlement.
  • The user appears in the My Approvals widget.

Steps to Approve a User:

1.Go to My Approvals widget.

2.Click the user’s name to review details.

3.Select Approve.

4.Complete authentication.