How to Approve a Pending Registration Follow

 

Pre-requisites: To approve a registration you need to be a Service Provider with special permissions.

 

Topics Covered
Pending Registrations

Target Users
Service Providers
Organization Administrators

Required Permissions
Service Provider Permissions

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Introduction

When employees who have never used ATLAS Workflows arrive at the post, they must register. As a Service Provider with permission to approve registrations, they may also need to enter additional information, such as the position number, arrival date, etc.

 

Pending Registration

Go to the Dashboard menu, scroll down to For Service Providers, and click Pending Registrations.

This page shows all accounts with pending registrations.

The Service Provider can choose which account to approve or disapprove. They may either search for the employee's name or select from the available options. To approve or disapprove, click the View button next to the Pending Registration (Account). This will open the Pending Account form.

In the Pending Account form, the Service Provider can either Approve or Reject the pending account. If the employee is to be assigned as a Service Provider, the appropriate groups can be added here.

 

To Approve a Pending Account, follow these steps:

Assign the position number to the employee.

Enter the position number or position title for the employee and click Search.

 

 

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