Buyer: How to use Contract Approval Levels



Agencies may choose to allow contract approvals based on the campaign budget. Approval levels can be set up by a maximum budget at which a user can approve a contract. When a contract is submitted for approval, the approval levels determine who will receive an email about the submission. The levels also control which users will see the "Approve Contract" button on applicable contracts. Agencies may enter as many approval levels as needed to support their business. Approval levels may also be removed.



When an agency is using contract approval levels, the Budget field must be filled out when creating the campaign.



Begin by clicking "Settings" then "Contract Approval".







For each level, a maximum campaign budget must be entered. The title of the related level is an optional field. Users who are authorized to approve contracts up to the budget should be moved to the selected box. Keep creating levels as needed for the different budget thresholds. When an agency is using contract approval levels, the Budget field must be filled out when creating the campaign.

Be sure to save any changes made by clicking the Save button in the bottom right corner.