Enabling contract approvals for a user with the Sales Manager role

A Sales Manager within the Seller organization can approve contracts.

Procedure

1. Create a user with the Sales Manager role:
   1. Open Commerce Lab Tools.
   2. From the left navigation menu, select Administration > Manage Organizations > Users.
   3. Click New to create a new user.
   4. Provide the required information to create a user.
   5. From the Select organization list, select the seller organization with which you want to work.
   6. From the Role list, select Sales Manager. The Sales Manager - Seller Organization combination displays in the Selected roles list.
   7. Click Finish to create a user.
2. Enable the Sales Manager in the Seller Organization to approve contracts:
   1. Open Commerce Lab Tools.
   2. From the left navigation menu, select Administration > Manage Organizations > Organizations.
   3. In the Search field, type Seller Organization name. The Organizations list displays.
   4. Click on the Organization name and you are directed to the Edit organization page.
   5. Go to the Approvals stepper. From the Approvals list, select the check box for Contract Submit Approvals. This group is added to the Selected Groups column.
   6. Click Save.
3. Add the new user to the Contract Approval member group.
   1. Open Commerce Lab Tools.
   2. From the left navigation menu, select Administration > Manage Organizations > Users.
   3. Enter the user name in the Search field.
   4. Click on the user name, Edit User page opens.
   5. Navigate to the Groups stepper.
   6. From the list of available groups, select the ContractApprovalGroup entry for the organization.
   7. Click Save.

Results

The Sales Manager role can now approve contracts submitted to the Seller organization.