Approvals and assignees
Approvals
Pending Individual and Organisation accounts show up:
- On Home approval queue cards
- On the account detail page as approve / reject actions
Approvers should review data completeness before activating an account. After approval, assignees can run services and filings.
Assignees (owners and sub-owners)
Assignees define who works the account:
| Role on account | Typical use |
|---|---|
| Owner | Primary responsible user |
| Sub-owner / team | Supporting Members |
Manage assignees on the account Assignees tab. Members who are assigned (and granted the right designation) can open the account, manage milestones, and submit filings even without org-wide list powers.
How Members get scoped access
- Admin creates designations in Policy.
- Admin assigns designations on Users.
- Admin (or granted user) sets assignees on the account.
- Member signs in and works from Home / account Services / Filings as allowed.
Who can do this
| Action | Admin | Member |
|---|---|---|
| Approve / reject accounts | Yes (typical) | Only if granted |
| Change assignees | Yes (typical) | If granted |
| Work as assignee | Yes | Yes (typical when assigned) |