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As a result, an approver level is added to the tree-view structure of the chain levels:

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 To complete composing the chain of approval, define a team and add subordinates to it.

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As a result, a chain is marked as Teams:

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Creating several teams allows a resposible person/team leader to group team members by teams.

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To add a subordinate to the team:

  1. Right-click an approver and select Add below > New Subordinate from the menu. You will then see the Member dialog:

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  2. From the Position drop-down, select the position you want to be part of the team. On selecting a position, you can enable the options as below:

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    • Is Passive makes a position unavailable in the list of subordinates. The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost.

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    • Is Coordinator sets the coordinator level in the chain of approval. Selecting the option enables the Can modify document if approver/coordinator option.

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    • Subordinate creating and submitting the document gives a subordinate the permission to create and submit time registrations.

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    • Is Time clock only user specifies that a subordinate uses Time clock for time registrations.

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    • Can modify document if approver/coordinator (active only if the Is Coordinator option is enabled) provides a coordinator with the permission to modify time registrations.

  1. Click

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  1. SAVE to proceed.

As a result, the subordinate level is added to the tree-view structure of the chain levels:

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Set Roles

You can define different roles as well as set permission levels for each role. To do this, in the Adonis Administrator Portal, navigate to Access Control > Roles:

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To define user roles:

  1. Click Add to make the Add/Edit Role dialog appear where you can define a role name:

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  2. Click Save to confirm the changes and add a new role.

 

On selecting a user role, you can set the permission levels. Within the Roles window, proceed as described below:

  1. From the drop-down menu, select the user role for which you want to set permissions.

  2. In the grid, select the module you will work at. This expands the list of submodules.

  3. Next to submodules, select the permission level to be provided: Grant Access or Read Only.

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