Adding customers to insite

[Mikie]

So the guy who handles insite it out this week so I am trying to create a new customer and add people to it. It lets me add them just fine, but I can't set them to be approvers. They are approvers for other customers, but not this newly created one.

What am I missing? Check box somewhere for sure lol

[Diddler]

I don't use Insite, but assuming it is like XMF approvals are you logged in as "administrator" and have the privileges to change who approves, views etc.

[Mikie]

Yeah diddler I am. It allows me to change their privileges but approver isn't in the list.

[David]

leave that set to none and change the one below it "default job role"
see my attachment

[David]

oh wait, you do have that selected

1st question, are you an Insite Admin with full privs?

[Mikie]

Supposedly David lol. I created the customer and can delete users and edit them etc. I have made people approvers before if I remember correctly, but that was on an existing customer. This is a newly created customer but I checked the options and I don't see what I need to do. The two people are even approvers on many other jobs. I compared these settings to jobs these people are approvers on and I don't see anything different.

[Joe]

Edit the user like this.

[Mikie]

That's where I am looking Joe, it's like I can't make someone an approver. Here's a SS of one of the people I am looking at. Where she isn't already an approver, I can't make her one. Almost like I don't have enough access, which wouldn't surprise me.  Oh well they get old school proofs until the midget gets in Monday 

[Joe]

When you look at your account in the administration area does it list you like this?

[Mikie]

Nope.... The only one that is listed as Admin is default customer admin role. I guess making someone an approver is under one of the others. Seems odd that I can delete a user, but OMFG better not let me make someone an approver lol

Anyways I have moved on, thanks for helping me out.