There may be different roles involved in the onboarding process in the organisation. If a particular person is responsible for reviewing new applications to your organisation, a default administrator can assign them an approver role during the approval step configuration.

Please note: A default administrator can select any existing roles as Approvers (without regard to the permissions).

To add an Approver, a default administrator needs to follow these steps:

4. You can edit the existing approval steps or add a new one. When you select the necessary approval step, click on the 'Select Approver*' field. In the drop-down menu, choose the corresponding role(s).

5. Save the draft and publish the new onboarding.

Please note: If you select an approver role while editing the onboarding, the 'Can View Staff Needing Approval' permission and all the permissions dependent on it ('Approve/Reject' from the 'Staff Member' permission group, 'View' from the 'Personal Info', 'Professional Registration' and 'Performers List' permission groups) will automatically be checked in the permission settings for this role. However, if you check the 'Can View Staff Needing Approval' permission in the 'Roles Management', the role won't be automatically selected as an approver on the approval step. Generally, it means that the role can manage staff members who need approval only if the role has been assigned as an approver on the approval step.

When an applicant reaches the approval step, an Approver will receive the following email notification:

After the Approver clicks on the 'Review application now' button, they will see the 'Needs approval' tab with the list of the users who need their approval.

The following three sections will be available for the Approver in the applicant's profile: Personal Info, Professional Registration and Performers List (if, as a default administrator, you do not check any permissions for the approver role other than the 'Can View Staff Needing Approval' permission and all the permissions dependent on it mentioned above). Also, they will see the 'Approve' and 'Reject' buttons.

After the Approver approves the applicant, the latter will receive the notification saying that they can now complete their onboarding for your organisation.

If you check all the other permissions, the Approver will have access to all the information in the users' profiles and will basically have the same rights as an administrator, except for access to 'Organisation Settings'. You can find out more about the permissions in this article.