Update a User's Approval PCA or Index​

​Introduction

You can set up Approvers so they can approve only those transactions that are coded with a specific PCA or Index – their ‘approval PCA or Index’. If you want the approver to be able to approve all PCAs or Indexes, do not assign any approval PCAs or Indexes.

In the Reports section of the Admin screen, a User Report can be configured to show Approvers and their assigned PCAs or Indexes.

Edit a User Profile

1. On the P-Card main menu, select Admin, and then click the Edit icon next to a user’s name.

Figure 1 - Edit icon

Administration screen with list of users and edit icon highlighted
 

The user's profile will open. This is displayed in four sections: the user information, user roles (or security), P-Card details, and default and/or approval PCA/Index assignments.

Figure 2- User profile

User profile screen with various settings
 

Add or Change an Approval PCA or Index

1. If the user is not an approver, check the check box next to Approver.

2. Below the user’s name and e-mail address, select Assign Approval PCA or Assign Approval Index.

Figure 3 – Select Approval PCA or Index

List of Approval Indexes with check boxes highlighted 

3. Check the check box next to the PCAs or Indexes you want to assign to the approver.

4. Click the right arrow icon to assign the selected PCAs or Indexes.

Figure 4 - Assign Approval PCA or Index

Add and remove arrow icons highlighted
 

  • To remove a PCA/Index, check the check box of an assigned PCA/Index and click the left arrow icon.

5. When you are finished, click Save at the top of the profile screen.

If a user is logged in when you save their profile, they must log off, then log back in to see the change.

Figure 5 - Save

Save button featured on user profile button