Setting up an authorisation flow.
Customer account - Users & Settings - User presets - Authorisation flows.
![Set up approval workflow](/dam/jcr:33917572-92ab-42d8-8132-bbbe846aaf8d/Genehmigungsworkflow%20einrichten_01.png)
Presets can be assigned to multiple users. An authorisation flow allows you to restrict a user’s ability to place orders. Multiple authorisation tiers can be enabled based on the order value.
Creating an authorisation flow
Click on “Add preset” to create a new authorisation flow.
Customer account - Users & Settings - User presets - Authorisation flows.
![Set Up approval 2](/dam/jcr:58987176-852a-4d64-ae23-136f23fc08e2/Genehmigungsworkflow%20einrichten_02.png)
Enter a name and description for the new authorisation flow.
Adding an authorisation tier
Click on “Add tier” to create a new value threshold.
Customer account - Users & Settings - User presets - Authorisation flows - Create preset - Authorisation flow - ADD TIER – TIER 1.
![Set up approval workflow 3](/dam/jcr:78ecd825-be98-44f8-98ff-d0f49c66843f/Genehmigungsworkflow%20einrichten_03.png)
Enter the default authoriser for the first threshold, as well as additional authorisers the user can select as an alternative.
Adding a tier-1 authoriser
Click into the drop-down box and select the default authoriser.
Optional
Click into the drop-down box to select optional, selectable authorisers.
Setting up a tier-1 threshold value
Enter a threshold value. The first threshold must be 0 or more.
Customer account - Users & Settings - User presets - Authorisation flows - Create preset - Authorisation flow - ADD TIER – TIER 2.
![Set up approval workflow 4](/dam/jcr:359d9351-22fb-465a-a1dc-95e045074568/Genehmigungsworkflow%20einrichten_04.png)
Add more tiers to the authorisation flow as required.
Adding a tier-2 authoriser
Click on “Add tier” to create another value threshold.
Customer account - Users & Settings - User presets - Authorisation flows - Modify preset - Authorisation flow.
![Set up approval workflow 5](/dam/jcr:718d2896-d545-459a-ace6-05f3dab87a20/Genehmigungsworkflow%20einrichten_05.png)
Open an existing preset to modify the settings.
Saving your changes
Click on “Save” to save your changes to the authorisation flow.
Customer account - Users & Settings - User presets - Authorisation flows - Modify preset - Authorisation flow.
![Set up approval workflow 6](/dam/jcr:b882a05b-ca60-4283-9bfb-86c654b30626/Genehmigungsworkflow%20einrichten_06.png)
Now you’ll have to assign the preset to users whose orders should be subject to the authorisation flow.
Adding users
Click on “add users” and select a user from the drop-down list.
Optional
You can now add more users as required.