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.
Page 1
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.
Page 4
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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