The information in this article applies to administrations with the additional module Authorization management.
In this article you can read how to enable Authorization management for an administration.
Activate the module in the administration
Go to Manage / Environment / Administration / Pencil icon to edit / tab Additional modules and click 'Authorization management' to enable the module.
Assign user roles
For authorization there are two standard user roles that you can assign to users:
Authorization administrator: users with this role can assign and manage authorization schemes, process rejected transactions and modify authorized transactions.
Authorizer: users with this role can be included in an authorization scheme to authorize transactions.
Go to Manage / Environment / Users and assign the 'Authorizer' role to one or more users:
Check whether the role 'Authorization administrator' is assigned to yourself. Without this role you cannot create authorization schemes.
Create an authorization scheme
You can now create the first authorization scheme. In an authorization scheme you define which users, the so-called authorizers, must authorize a transaction and in which order this should take place.
Go to Manage / Administration / Authorization schemes and click 'New authorization scheme' to create an authorization scheme. If the Authorization module is not yet enabled, you will be asked to activate this module.
Read more about authorization schemes.
Enable authorization per journal
After this you can enable authorization per journal and configure it as desired. Go again to: Manage / Environment / Administration / Pencil icon to edit and go to the tab 'Journals'. Click 'Edit' for the desired journal and go to the tab 'Authorization':
Enable the option 'Authorize transactions' to enable authorization for the journal and then choose a default authorization scheme.
Read more about journal authorization settings.
Get started
You have configured authorization and can now use the authorization function.