Set up Proposal Hold Approval

The Proposal Hold Approval is based on your privileges.

You can define whether a user needs approval to submit proposal holds. By default, the Admin role does not need approval for their holds. All other roles need approval to submit holds.

When the Proposal Hold Approval feature is enabled, your Sales users will not have the permission to reserve inventory without approval. Their hold requests will be sent for approval. The user with the hold/renew request approval privilege will need to approve or reject the hold requests before the inventory is reserved. By default, the right to approve or reject proposal hold requests is attributed to users with the Admin role.

You can define a role for your users in the Domain Settings (see User Management Section). For more information, see Add and Edit Users.

Note: Domain settings are available only to users assigned the Admin role. For more information, see User Privileges by Role.

It is also possible to assign the privilege to hold proposals without approval request to other roles. To do so, contact Broadsign Services to request that the privilege be assigned to another role.

You can enable the Proposal Hold Approval feature in the Domain Settings (see Enforce the submission of requests for holding inventory).

Note: Domain settings are available only to users assigned the Admin role. For more information, see User Privileges by Role.

Now that you have enabled the Proposal Hold Approval feature, the user with the hold/renew request approval privilege will need to approve or reject proposal hold requests and proposal hold renew requests that are made by other users.