Running the Approvals Management Post Upgrade Process

If you are an existing customer, then you must ensure your existing users have the Approvals Management Business Analyst and Approvals Management Administrator responsibilities. You must run the Approvals Management Post Upgrade Process to migrate the existing users to these responsibilities.

Use the Submit Request window.

arrow icon   To run the Approvals Management Post Upgrade Process:

  1. Using the System Administrator responsibility, navigate to the Submit Request window.

  2. Enter Approvals Management Post Upgrade Process as the name of your request.

  3. Click in the Parameters field if the Parameters window does not open. If the Parameters window opens by default, then enter the parameter details specified in the next steps.

  4. To migrate, do one of the following:

  5. Click OK.

  6. Click Submit to migrate existing users to the Approvals Management Business Analyst and Approvals Management Administrator responsibilities.