How authorization works
C-COM facilitates effective delegation of authority and incorporation of corporate sign-off policies through its authorization facilities.
Authorization workflows are configured by admins and can be enforced for any of the following actions:
Confirm compensation event
Accept quotation for compensation event
Send early warning
Send instruction
If an authorization workflow is enforced for an action that action can be initiated by any user (the initiator) with an appropriate role but instead of the action being executed immediately the authorization workflow will first have to be completed successfully before the action is executed.
Authorization workflows consist of 1 or more levels. Each level contains 1 or more users. Authorization is sought one level after another (starting at level 1) until authorization has been obtained at all levels at which point the authorization succeeds and the initiated action is executed.
If any user at any level denies the initiated action the authorization fails and the initiated action is prevented.
Viewing actions requiring your authorization
Select "Home" from the main menu then click "Required from you" in the Authorizations panel.
ℹ️ Actions will appear here when you are required to provide your authorization.
🔔 If you belong to an authorization workflow level of type "Anyone can authorize" then actions may disappear from this list if someone else authorizes before you.
Providing your authorization or denial
Select an action to review it and provide your authorization or denial
The authorization popup appears and contains the following information:
a) The project and contract and compensation event (if applicable) the action relates to
b) The action initiated, name of the initator as well as the date of initiation
c) Supporting information for the action supplied or selected by the initiator
d) Overview of the authorizations obtained and yet to be obtained
In the example shown:
Authorization has been obtained at level 1 so it turns green
Authorization is currently required at level 2 so it turns amber
If Leon or Nick authorize, the action will be executed immediately, but if either of them deny, the action will be prevented
To authorize the action click "Authorize" then click "confirm" on the next screen
✅ You have successfully provided your authorization for the action
To prevent the action from being executed click "Deny" then provide your reason for denying on the next screen and click "confirm"
✅ You have successfully prevented the action from being executed