Introduction
In case you have set up multiple organizations on Fyle, you can set up approval workflows across different organizations you have created.
Set up cross org approvals for your organization
Scenario:
There are 3 entities in an org. Gamma Ltd. is the primary org, and Gamma New York Ltd. and Gamma California Ltd. are secondary orgs.
Ryan Gallagher is an employee in Gamma Ltd., the primary org. He is already added as an approver for other employees in this primary org.
Now, Deena Matthew is an employee of Gamma New York Ltd. the secondary org.
We want to make Ryan Gallagher an approver for Deena Matthew. We will see both cases where
1) Ryan is not an employee of Gamma New York Ltd, and
2) Ryan is an employee of Gamma New York Ltd.
How to:
1. Log in to Gamma New York Ltd, and navigate to Manage Employees in settings.
2. Click on Deena Matthew to open her full employee details
Case 1: Ryan is not an employee of Gamma New York Ltd
In the primary approver field, fully type in Ryan's email ID. Since he is not employee of Gamma New York, his name will not appear in the dropdown select list.
Click on 'Save'. Now, Ryan is an approver for Deena.
Case 2: Ryan is an employee of Gamma New York Ltd
As soon as you click on primary approver field, Ryan's name will be available in the dropdown to select from, as he is an employee of Gamma New York Ltd.
Click on 'Save'. Now, Ryan is an approver for Deena.
How do cross org approvals work?
All approvers can view reports pending their approval in their primary organization. To know more, click here.