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


Alternatively, you can create groups in Salesforce and assign them as Approval Managers to approve the documents


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 documents

  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 documents 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 documents, the documents must first be Recommended by the user's Reporting Manager.


  • Click here to learn more about setting the Reporting Manager as the Recommender.
  • Click here to learn more about approving the user documents.