Who is this article for?

Administrators who need to configure workflows

Administration permissions are required.

Managing document approvals in Ideagen Quality Management (Core) involves configuring both group and individual user permissions. While groups are commonly used, there are scenarios where individual users need to be added to approval lists. This guide walks you through the steps to add individual users, troubleshoot common issues, and ensure your folder settings support this functionality. 

1. Adding individual users to the approval list

1.1. Access document lists

1. Select Document option in dashboard.
2. Select the document from folder.

3. Navigate to the Document Properties tab. Open the Document Lists section.

4. Select the User: Tick the checkbox next to the individual user’s name.
5. Click Add Users/Groups.

6. Set approval role:
   • A dropdown will appear.
   • Select Approvers and assign an approval order number (e.g., Approver (1), Approver (2)).
7. Save changes:
   • Click Save Changes to finalize the selection.
8. Verify Addition:
9. Scroll to the bottom of the Document Lists tab.
10. Click Users on Lists to confirm the user has been added.