How do I exclude people from quote approval notifications or filters?
Remove Specific Users From Quote Approval Notifications Or Filters.
- Users can first head to Settings and select Quotes
- From here they can continue to select Approvals, and Rules
- This will then show a list of any existing approval rules that have been set up
- Users can select the rule they want to amend the notifications/ filters for
- From here, users can look for the relevant step where the user who they want to remove from notifications/ filters is assigned (they may be assigned to the approval step by their role or their specific user)
- Users can then hit the pencil icon to edit the step
- From here, uers will see the option to 'exclude from notifications/ filters' where they can select specific users or roles
- Once they are happy they can hit Save