The authorisation sequence controls the order in which user groups approve orders, based on their tier and authorisation limit. The quoted and supply-only sequences are managed separately and can be adjusted at any time.
Quoted authorisation sequence
Follow the steps below to update the order in which user groups approve quoted orders.
From the Admin area, click User Accounts Settings.
Click the Authorisation Sequence tab.
Unlock the green padlock
icon.Use the green arrows to move user groups up or down in the sequence.
Click Save.
📌 Note: If a user group was skipped and the quote moved to the next group, make sure the capital checkbox is selected.
Supply-only authorisation sequence
The supply-only sequence is separate from the quoted sequence and controls the order in which user groups approve supply-only orders.
From the Admin area, click Settings in the user accounts section.
Click the Authorisation sequence tab.
Click the Supply only authorisation sequence tab.
Unlock the green padlock
icon.Use the green arrows to adjust the order of user groups.
Click Save.
📌 Note: This sequence applies only to supply-only orders. To update the quoted sequence, follow the steps in the section above.
Managing user groups that appear in red
When viewing the authorisation sequence, a user group highlighted in red is not an error. It indicates the group has been set as the primary group for specific release settings, which locks its position in the sequence.
Follow the steps below to check which release settings are assigned to that group.
From the Admin area, click Unit Settings.
Click the Release controls tab.
Unlock the green padlock
icon.Identify the user group highlighted in red.
Check whether any of the following settings are assigned to that group:
Budget-controlled callouts to be released by.
PMV remedial orders to be released by.
If a user group is assigned to either of these settings, it is fixed in place and cannot be moved. This is expected behaviour to ensure the correct primary group is applied for these release types.