Approval routing options
HCL® Marketing Operations provides the same routing options for both task approvals and stand-alone approvals as for standard tasks. For standard tasks, a team can have any combination of routing options for approval tasks.
You can select any of the following options under the Approval Routing Model section of the Team summary page:
- Managers can route approvals to members
The manager can assign these approval tasks to team members.
- Members can take ownership of team-assigned approvals
Team members can then take ownership of these approval tasks.
- Members can return team-assigned approvals back to the team
Members can return their approval tasks back to the team.
When you set up a team, you must select one or both of Managers can route approvals to members and Members can take ownership of team-assigned approvals.