Permissions & settings
Permissions & visibility
- Employee / Requester — submits internal requests from Self-Service and tracks their own; sees only their own requests unless also granted an approver or admin role.
- Approver — sees requests where they’re the current approver (directly, by role, or as part of a panel) in My Tasks, and can approve, reject, or send them back.
- Workflow Admin — configures request types, their forms, and their approval chains; can also open the full visual workflow builder for advanced automation and view all approvals for oversight.
Related settings
| To change | Go to |
|---|---|
| Steps, conditions, approvers | /approvals/automation/workflows |
| Escalation timing and targets | /approvals/settings/escalation |
| Employee request forms and their chains | /approvals/settings/request-types |
| Routing and policy rules | /approvals/rules |
| Who is in each approver role | Settings → Roles |
| Manager chain used by “manager” steps | Settings → Users |