Introduction

Design and configure multi-level approvals for client requests to streamline workflows for your operational team while maintaining efficiency and security. This feature offers flexible configuration options, enabling you to define a hierarchical structure of approval levels and assign specific approvers to each level as needed.

App Details

Key Features

This application on the AXIS FX CRM empowers you to design a robust approval process involving multiple administrators, giving you complete control while transforming complex workflows into simple, streamlined solutions without unnecessary complications.

After installation, only roles with permissions enabled can access this feature.

Approval Settings
Customize your approval workflow by defining multiple levels and assigning distinct approvers for each stage.
Account Opening Audit
Utilize an intuitive vertical workflow structure that simplifies customization, making it easy to tailor the approval process to your operational needs.
Designate Approver
Control who can approve requests by specifying whether all admins or only selected roles can make approval decisions.