Admin Settings for Requests (Article)

To assign a user privileges to complete certain tasks for Requests, click More, and then Admin from the PlanetBids home page:

Select Users:

Click on the User you wish to adjust permissions for, and scroll to Requests. Check Requests if you just want the user to be able to create and submit Requests:

You will see several options to choose from. Select which option(s) you would like this user to have. Allow to Edit Requests Admin Settings will allow the user to configure the options of the standard Request form:

Allow to Invite New Users to Requests allows you to invite others, and more details can be found here.

You can also designate view and edit privileges for requests. To designate what the user can view, you have the option to choose whether the user can view All Requests, Only When They are the Requestor, or from a Selected Department:

To designate what a user can edit, you can allow them to edit All Requests, None (not even their own), Only When They are the Requestor, and requests from Selected Departments:

If you choose Allow to Be Assigned as Approver, you will see additional options available. Here, you can set the maximum estimated cost this user can approve and for which departments. Allow to Override Approval Status will allow the user to use the Status Override feature, letting them change the status of any request from any status to any other status, as long as they can view the request:

When you are finished, click Done:

Then click Submit:

And Save:

Making a Request

Responding to a Request as an Approver