Store Level > Users > Order Approval

In this article:

• Set up Order Approval for Store
• Set up Order Approval for User
  • Designate an Approver
  • Order Approval settings for Users
• Notes
• Business Cases

Use Order Approval to define how many levels of approval you want to use, and the minimum dollar amounts for each level of approval. To set up Order Approval go to Store Level > Users > Order Approval. 

Set up Order Approval for Store

1. Select all payment methods that require order approval. Order Approval flow can be enabled for all payment methods (except Promo Codes). 

2. Define the approval levels and the minimum order value that would trigger each approval level.

3. After completing this section, you must go to Users > Manage Store Users to designate an approver and configure order approval settings for each relevant user. 

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Set up Order Approval for User

Setting up Order Approval for a user is completed in Store Admin > Users > Manage Store Users or Store Admin > Users > Invite or Create New User.

Designate an Approver

1. Store Level > Users > Manage Store Users - Choose a user and click the Edit icon.
2. In the Manager Store User screen scroll down to the Approval Level section.
3. In the 'Level' drop down select the Approval Level for the Approver. 
4. Click 'Save' to apply the changes to the user.

Order Approval settings for Users

• Store Level > Users > Manage Store Users - Choose a user and click the Edit icon.
• In the Manager Store User screen scroll down to the Approver For This User section.
• In the 'Level' drop down select the number of approvals required for this user, then select the 'Approver' for that 'Level'. 
• Only one approval 'Level' can be designated per user.

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Notes

• Order Approval is Optional. Users may or may not be assigned as approvers, and you may or may not require order approval.
  See Business Cases below to help determine whether or not you want to use this option.
• One or more users must be designated as Approvers in order to define an Approval Process. You can make this designation when Creating a New User, or by Editing an Existing User.
• Approvals will not be enforced until approval requirements are configured for each target user.
• If a User's approver is not available to review and approve or reject an order, the order will remain in pending approval status. In these instances, a Store Admin can assign a different approver.
• Orders are approved on the Storefront in the Orders for Approval dashboard.
• Order Approval emails are set up in Store Level > Settings > System Emails.
• The Order Amount must be greater than the Order Approval Amount in order to trigger the approval. Using the screenshot above here are two examples:
  • Level 1 $2.00 - The order total must be $2.01 or greater to trigger the Level 1 approval.
  • Level 2 $3.00 - The order total must be $3.01 or greater to trigger the Level 2 approval.

Business Cases

• Sam is an employee. He is not an approver. He needs his manager to approve anything that he purchases through the store.
• Blake is a manager. She would approve any orders made by her team, regardless of their amounts. Blake is the sole approver for her team.
• Alex is a Director. If any of their direct reports place an order of $500 or more, Alex would review and approve that order if they agree with it. Whenever Alex places an order with a total amount of $2000 or more, the CFO of the company would need to approve the order.
• There may be Users in the system/store that do not require any approvals.

Updated April 09, 2025 15:35