An approval level determines which discount requests a team member can review and approve. Members with an approval level can see requests submitted by others and take approval actions. Members without one can only see their own requests.

Who can manage approval levels

Managing member approval levels requires the Manage Users permission.

Opening the approval level modal

1. Go to Settings → General.
2. Find the member in the team table.
3. Click the actions menu (⋮) in their row.
4. Select the approval level action (shown as the member's current level or Edit Approval Level).

The Edit Approval Level modal opens.

Changing the approval level

The modal shows a single dropdown listing all configured approval levels ordered by rank. Select the level you want to assign to this member.

To remove a member's approval level entirely, select the Clear approval level option at the top of the dropdown. This reverts the member to a standard user who can only see their own requests.

Click Save to apply the change.

How approval levels affect request visibility

A member with an approval level assigned can:

• See requests submitted by other team members in all request list pages and on the Kanban Board
• Review, approve, or deny requests whose price thresholds fall within their level's configured LOA (Limits of Authority)

The exact thresholds are configured per level on the User Approval Levels tab.