Approval Status function allows administrators to review user profiles and either approve, reject or place on hold to to better manage and organize the user list.
Access
1. Login to your Calculus account.
2. Head to the users tab > All Accounts and click anywhere on a user’s record.
3. A side panel will appear right side of the screen.
4. Scroll to Approval Status where you'll have the following options:
- Unprocessed: automatically set by the system, if the user did not activate their account or complete the questionnaire.
- Pending Approval: automatically set by the system once a user completes their questionnaire,
- Approved: Administrator reviews the profile and approves.
- Reject: Administrator reviews the profile and rejects. Administrator can request changes to be made by the user.
- On hold.
5. Approval Status column will display on the user list page.
Reporting and Filters
Administrators can set up a filter and view on the User List based on the Approval Status.
1. On the User List, click on Filters.
2. Select which approval status you want to filter by (example: Approved, rejected, unprocessed etc..)
3. Click Save and Apply to see a list of Users with your selected criteria
4. Administrators can export the list or take other Actions.
For more Information, please see Filters and Views.
Last Approved or Rejected
The Approval Status includes Last Approved or Last Rejected statuses. The statuses will display the name of administrator who made the latest approval or rejection with the date and time.
1. On the user list, click on Columns.
2. Name the View for future use.
3. Scroll down the side panel to find the Last Approved or Last Rejected fields.
4. Save and apply the view.