Approve, change, or registration request from Business Portal

Users with the snc_external role can view and approve requests and change requests from the business portal.

Before you begin

Role required: snc_external

About this task

A request or change request may require approval from another employee within the same organization.

Procedure

1. Navigate to the business portal header,
2. Select Notification > View all notifications.
3. Select a record in the Approvals section of the Notifications page.
   The system displays a read-only view of the record approval form. For requests that include one or more items, these items appear in a collapsible list at the bottom of the Request form.
4. Optional: Click a requested item at the bottom of the Request form to view the details in a pop-up window.
5. Select Approve.
   The system makes the following updates:

   • The record status is set to Approved.
   • The record status is displayed after the record number in the Related Records widget on the Case form.
   • The record status is added to the Case form.
     • If the record is approved by the customer administrator or if the customer self-approves the request, the change in status is added to the Additional comments field.
     • For other approvers, the change in status is added to the Work notes field.
   • The approval record is updated in the Approval table.