Doc Control Role - missing privilege to upload w/o approval

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1

I’m trying to give one of my users the ability to upload documents into a process without requiring admin approval.

As described here:

“What qualifies as a privileged user, so that the documents you upload automatically go in as approved, without requiring a manual workflow-based approval? You must be assigned one of either three user roles: Admin, Manager, or Doc Control.”

I gave one of my users the “Doc Control” and tried to upload a document to a process. It still required approval by an admin (unless it takes some time for this privilege to propagate into the system).

Is there anything else I’m suppose to do to enable this?

Thanks.

2

@vikas

There is a workflow editor that allows you to assign approval to individual users or to roles. photonspot.cetecerp.com/workflow/Document/edit

This should let you adjust those permissions accordingly.

Cetec ERP Support Team

3

Hi @cetecerp31 , I had already selected Doc Control for all of the roles. It still didn’t auto-approve.

4

@vikas

It looks like currently, the only role that automatically approves documents is an Admin role. We are looking into permissions for Doc Control and will hopefully update it to match documentation, but we don’t want to push a big permissions update to a common role without extensive testing.

This documentation is what the current role entails: User Role Documentation

Cetec ERP Support Team

5

Ok thanks for checking. I also tried to select the specific users on the workflow editor, but it still required approval.