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What permissions does a user need to approve on an approval step but not have access to the project?

jjerman

I'm trying to build an approval process for our accounting team.

I have the workflow and automation functioning, but the piece that isn't going well is the end user that is the approver can't see the approval. They don't get notified or anything unless they explicitly are added as an agent on the project. Documentation seems to point to anyone can approve as a customer, but my test account can't see the issue in the help center and doesn't get any emails.

Accepted answers

John Funk

Hi @jjerman

Are you placing the user in the Approvers field? Can the user see the issue without them being in the Approvers field?

All comments

Evn Tomeny [Appfire]

To Approve as a Customer, they likely need the ability to see the issue as well. Could your automation add them as a Request Participant during the transition to requiring approval?

John Funk

Hi @jjerman

Are you placing the user in the Approvers field? Can the user see the issue without them being in the Approvers field?

jjerman

Yes, I add them to approvers. No they cannot see the issue

John Funk

They need to be able to see the issues first. Check the permission scheme for the project and make sure that Portal Customers have the Browse Project permission.

jjerman

That did it. I felt dumb haha!

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