Amazon Business Accounts Approval Workflows

Amazon Business Accounts

Approval Workflows

Approval workflows to manage purchasing

and provide spend visibility

Copyright ?2015 | Amazon Business Accounts- Approvals with groups guide | Version 2.0, 10.03.15.

Confidential. All Rights Reserved. Do not distribute without consent from authorized Amazon representative.

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Approval Workflows

Table of Contents

Introduction

Enable approvals for the business

Customize spending limits for individuals

Checkout using approvals

Add an additional approver

Approve orders

Approvals with groups

Introduction

After you register for a business account, as an administrator, you can enable and customize

approval workflows to manage purchasing and provide spend visibility.

When you enable shared approvals, administrators are automatically set up as approvers for all

orders.

Using approval workflow capabilities, you can require users to get approvals for all orders; or

customize and set approvals only for orders exceeding a set per-order spending limit. A perorder spending limit is the amount a user can spend on an order before an approval is required.

After approvals are enabled for the business (or groups- if they have been added), you can also

customize approvals for individuals.

Anyone who is part of the business account can be an approver. To specify an approver, you

only need to enter the email of the person. If the person is not yet in the account, you can

invite them to the account.

Copyright ?2015 | Amazon Business Accounts- Approvals with groups guide | Version 2.0, 10.03.15.

Confidential. All Rights Reserved. Do not distribute without consent from authorized Amazon representative.

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Enable approvals for the business

To enable approvals, select the Manage your Business link, located in your Account for Business

drop-down menu, as displayed below. This business menu displays whenever you are logged

into Amazon with your business user account.

If you have already added people to your account, the option to add approvals automatically

displays on the Business Settings page.

If people have not been added to your business account, select Add across from Add people on

the Account Settings page. Next, select Add across from Add approvals.

Your email is automatically entered as approver. You can leave your email as the default choice,

or enter the email of another user as approver for the business.

Note: for the approver role, you can only enter the email of a person who is in the business

account. If the person is not already in the account, you can add a new person.

Copyright ?2015 | Amazon Business Accounts- Approvals with groups guide | Version 2.0, 10.03.15.

Confidential. All Rights Reserved. Do not distribute without consent from authorized Amazon representative.

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After you enter the approver email, and select the per-order spend limit, be sure to select Save

settings.

After approvals are added, the new status displays in the Business Settings page. You now have

custom (shared) approvals.

If you do not designate an approver and spending limit, the order is routed to the shared

approver-- whoever is the initial administrator for the business.

You and other administrators for the business (or group- if you enabled groups, and added

approvals to the group) are automatically set up as default approvers.

You can select Disable order approval requirement at any time.

Copyright ?2015 | Amazon Business Accounts- Approvals with groups guide | Version 2.0, 10.03.15.

Confidential. All Rights Reserved. Do not distribute without consent from authorized Amazon representative.

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Customize approvals and spending limits for individuals

If you would like to have another person approve orders, you can customize approvals for each

individual user.

Go to the People page to customize individual approvals.

To edit approvals for a user, hover over Shared in approvals for the person you want to

customize approvals for. Select Customize approvals.

The Approver¡¯s email is not auto-populated. Update the approval information including

approver email. Select either all orders require approval, OR select the second option and set a

customized per-order spend limit. For example, enter $100.00 to ensure all orders over $100

are sent for order approval. Be sure to select Save settings.

Copyright ?2015 | Amazon Business Accounts- Approvals with groups guide | Version 2.0, 10.03.15.

Confidential. All Rights Reserved. Do not distribute without consent from authorized Amazon representative.

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