Page 12 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

Approval Groups in Unanet for Subcontractor Portal Use

Navigate: Admin > Setup > Approval Groups > Time and Expense

Approval Groups define a People-based relationship between managers and submitters
of time or expenses for approval. Which approval group a person belongs to is defined in
the person's profile. The process of creating an Approval Group requires:
• Create and Define the Approval Group for Time & Expense
• Assign Approvers
• Assign Submitters

To establish Subcontractor Portal Approval groups, a specific Vendor Organization
should be associated to the group. Approval Group members must be active users and
have the specific Vendor Organization associated in their Person profile. Each approval
group can have any number of approvers and submitters defined in the group (including
the project manager). To be an approver, a user must have a Manager role and to be a
submitter, a user must have a Timesheet User and/or Expense Report User role.

To review the Approval Group members, approvers, and submitters:

Navigate: Reports > Reference > People > Approval Group

Activity 1.2 Add Subcontractor Portal Approval Group
Login as Frank Controller (System Administrator) - fcontroller / welcome

Activity Steps:
1. Navigate: Admin > Setup > Approval Groups > Time and Expense

2. Select +Add Approval Group and enter the following:
• APPROVAL GROUP NAME VS-Subs R Us Team USERS
• DESCRIPTION Time and Expense for Subs R Us portal users
• ORGANIZATION VS-SUBSRUS - Subs R Us (type “sub”)

SAVE

3. Members (Approvers and Submitters) of this approval group will be assigned
when adding people records through the portal. To exit screen, press Cancel

4. View the newly added Approval Group included in list

LESSON 1: CONFIGURING THE UNANET SYSTEM
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