Carry out the following steps to set up a user to be associated with approval processes:
- Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
- Click on Setup, as shown in the following screenshot:
- Navigate to the user's record page by clicking Users | Users.
- Edit the user's record. In this recipe, we are setting the Department for the user SVP Sales to Sales, as shown in the following screenshot:
- Scroll down the user's edit page to the Approver Settings and select a manager for the user. In this recipe, we are setting the Manager for the user SVP Sales to System Administrator as shown in the following screenshot: