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Edit or delete your gift/hospitality approval thresholds

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Written by Huzayfah Patel

Note: You must have Master user permissions on your profile in order to access the account settings and module setup.

To edit or delete the approval thresholds, follow these initial steps then see the additional steps for the action you require:

  1. From the home page click Menu (the three horizontal lines in the top left of the screen).

  2. Click Account Settings.

  3. Click Tasks Setup.

  4. Click Gifts/Hospitality.

To edit

  1. On the relevant row, click Edit.

  2. In the pop-up window, change the details of the threshold.

  3. Click Save.

To delete

  1. On the relevant row, click Delete.

  2. On the prompt, click Accept.

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