Managers can create permissions and assign them to specific users. Permissions can be used, for example, to limit the scope of individual orders by users. Users can also be permitted to place individual orders even if they exceed the limits set by budgets.
Below we explain how you can create permissions and assign them to specific users.
Log in to your Viking account as a manager
You now get to an overview of all existing permissions for your Viking account.
You can now select, what type of permission you would like to create (1).
You can either create an “Allowed order Threshold” or a “Budget exceeded permission”.
You can now set up your permission.
You now get to the overview page of your new permission.
Your new permission has to be assigned to a user in order to get effective.
You get to the overview page for existing users for your Viking account.
You get to the overview page for the selected user.
You get to an overview of all available permissions for the selected user.
The selected permission appears with a blue background after the tick is activated.
You get back to the overview page of the user.
If a user exceeds the threshold set by a permission when placing an order, the order goes to an approver. You can find information on how to assign an approver to a user in the tutorial "Assigning an approver to a user".
If you have not assigned an approver to a user and the user exceeds the thresholf for orders set by a permission, the order is forwarded to the manager for review.
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