> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accessing Workflows & Approvals

> Where to find the screen, who can use it, and the split between tenant-wide workflow shape and per-business approval policy.

**You'll find this at:** `Settings → ERP → Organization → Workflows & Approvals`
(route `/settings/erp/organization/workflows`).

Open **Settings**, choose the **ERP** settings area, and under the **Organization**
group click the **Workflows & Approvals** tile (arrow-path icon). This single screen
replaced the two older, confusing tabs — there is no longer a separate "Approvals"
tab; approvals are now edited *inside* the workflow for each document type.

> 📷 *Screenshot: ERP Settings → Organization, with the "Workflows & Approvals" tile
> highlighted — to be added.*

***

## Who can open it

| Action                                                           | Permission required            |
| ---------------------------------------------------------------- | ------------------------------ |
| **Open** Workflows & Approvals and view any document type's path | `erp-settings:read`            |
| **Edit** paths, approval policies and role bindings              | `erp-settings:read` (see note) |

Access to the whole screen is gated by **`erp-settings:read`**. If you can't see the
ERP settings area at all, ask an administrator to grant it. Editing approval rules for
some specialised document types may require an additional module scope, but for the
everyday document types (expenses, invoices, leave, advances, requisitions…) the ERP
settings permission is what matters.

> If you can open the screen but changes don't stick or you get a permission error when
> saving, you have view access but not the configuration permission your organisation
> uses for ERP settings. Ask an administrator.

***

## Two kinds of scope — read this before you edit

Two different things on this screen are saved at two different scopes. Getting this
right avoids surprises.

| What you edit                                             | Scope                              | Practical meaning                                                                                            |
| --------------------------------------------------------- | ---------------------------------- | ------------------------------------------------------------------------------------------------------------ |
| **The path** (states & transitions) and **role bindings** | **Whole tenant**                   | One definition for your whole organisation. Changing the Expense path changes it for every business you run. |
| **The approval policy** (who approves, amounts, order)    | **Per business / accounting book** | Set separately for each business. The business shown in the switcher is the one you're editing.              |

So: **the shape of the workflow is organisation-wide, but who signs off is
business-specific.**

### Select the right business first

Because approval policies are per business, the screen needs to know which business
you mean before it can show or save approvers. If no business is active, the approval
panel won't open — you'll see the toast **"Select an active business first to
configure approvers."** Pick the business in the top-of-screen **business switcher**,
then click the approval step again.

> If you run only one business, it's selected for you automatically and you can ignore
> this.

***

## Related

* [Overview — the two layers](/workflows/user/overview)
* [The Workflow Editor](/workflows/user/the-workflow-editor)
* [Approval Policies](/workflows/user/approval-policies)