Users with Admin or Pro profiles can approve or decline a request to edit the details of a card/budget that was previously assigned to Employees.
To decline or approve an Edit Card request, follow the steps below:
1. Log into the Mesh platform with your Admin or Pro profile.
2. Expand the Pending My Approval menu and click the 'Budgets' link.
Note: this menu may include different tabs based on features enabled for your company.
4. Click on the Review button to launch a preview window with the details of the request mentioned along with Call To Action (CTA) options to either Approve or Decline it.
5. To approve the request click on the Approve button and then enter a 5-digit code that the platform sends via SMS. If relevant, the platform will route the request to other Admins involved in the approval process and advise progress.
6. To decline the request, click on the Decline button, type in a reason, and click on the Decline button again. The platform will follow up with a notification to advise the employee of the decision.
Note: the actions taken are documented in the Card's History.
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