Set Approval Thresholds

To set approval thresholds for a Lucernex member:

1. Click Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. Click Manage Members / Contacts link in the Member Administration column.

   The Manage Members / Contacts page opens.

3. Select the member whose approval thresholds you want to change.

   To search for a member, use the Table Search in the upper-right corner of the table.

4. Click Edit in the Actions column of the record.

   The Edit Person window opens.

5. Enter this member’s real estate contract approval limits for recurring expense amounts in the appropriate Min: and Max: fields.

6. Enter this member’s real estate contract approval limits for one-time expense amounts in the appropriate Min: and Max: fields.

7. If your organization assigns approval levels to members, select the appropriate real estate approval level from the Approval Level field.

   Approval levels restrict the types of items and amounts that approvers can approve.

8. Enter this member’s equipment contract approval limits for recurring expense amounts in the appropriate Min: and Max: fields.

9. Enter this member’s equipment contract approval limits for one-time expense amounts in the appropriate Min: and Max: fields.

10. If your organization assigns approval levels to members, select the appropriate approval level for equipment contracts from the Approval Level field.

    Approval levels restrict the types of items and amounts that approvers can approve.

11. Click Update.

    The user’s approval thresholds are updated.