By default, a Reporting Manager of the user can approve the user certificates.


Alternatively, you can create groups in Salesforce and assign them as Approval Managers for approving the Certificates


Steps to Create a Group for Managers

  1. Open the "TT Users in Group" tab in Salesforce.

  2. Start by clicking the New button to create a new entry.

  3. In the TT User list, select the appropriate Manager's name.

  4. Create or Select a Group:

    • In the TT User Group field:
      • Click New TT User Group to create a new group, or
      • Select an existing group name from the list if it already exists.

  5. After completing the details, click the Save button to finalize the group creation or assignment.


Steps to Add Flags for Approving Certificates

  1. Go to the TimeTracker Flags tab.
  2. Search for the credit-request-to-be-approved-by flag and click it.
  3. In the pop-up, enter the TT User Group name you created in the Text Value field.
  4. Click Save.

After this, the Managers in the group you added in the Text Value will be able to approve certificates for all users.

If you want to add more groups to this flag, simply add the group names, separated by commas, in the Text Value of the credit-request-to-be-approved-by flag.


Note: If you set someone else as the Approval Manager for a certificate, the certificate must first be Recommended by the Reporting Manager of the user.


Steps to Configure the Reporting Manager as the Recommender:

  1. Navigate to the TimeTracker Flags tab in your system.
  2. Search for the flag titled "credit-request-to-be-recommended-by" and click on it.
  3. In the Text Value field, enter Manager and save the flag.


To Approve

  • Once the above configuration is in place, any certificate requested by a user will be routed to their Reporting Manager for recommendation.
  • The Reporting Manager must change the approval status to Recommended.
  • After the certificate is recommended, the Approval Manager will have visibility and can proceed to approve it.