picture of tbs certificates
picture of tbs certificates
Our products range

The Approval Mode on your Certificate Center

The approval mode, as suggested by its name, is a system putting any order in a pending state until its approval by one ofthe appointed approvers.

For what purpose?

It can be difficult, especially on an account gathering a lot of users, to follow any order efficiently. The approval mode has been designed to avoid duplication, to make sure any order is relevant and to manage your certificates more easily.

How to activate the approval mode?

Only the Super user can activate the approbation mode for the account. To do so, in the "Administration" > "Preferences" section click on the "Approbation mode" case and then on the "Save" button at the bottom of the page.

It is also possible to deactivate the approbation mode from this page. Note : it can only be done if there is no order pending approval.

How to designate approvers?

The Super user is the default approver of the account but other users can be designated as well.

Once the approbation mode is activated a new "Approbation" right appears in the "Administration" > "Users" section.

To designate a new approver, click on the "Modify" button for the user in question. A popup opens. Click the "Approbation" option and validate.

The order deposit

If one of the approvers request a certificate, then the order is automatically approved and is processed right away. If another user request a certificate, he will be informed that the order will only processed after its approval.

The approvers then receive a notification by e-mail indicating an order is pending approval. Via their Certificates' Center, on the "Pending Approval" page they will be able to validate, or not, the order. When the order is approved it is processed as usually, if not it is discarded.

The order deposit outside of the account

It is possible for a person who do not have access to your account to create a certificate request that will be attached to your Certificate Center in approbation mode.

Generate an order link

An external order link needs to be generated from an order form first.

Select the product. On the top of the order page it is possible to create an "external order link". Click on "generate an external order link". A link appears that can be provided to anybody whether they have access or not to your Certificate Center.

On the order is passed, it appears as pending approval in your Certificate Center.

Note that the person ordering a product using this kind of link do not have access to any accounting document.

List of all external order links

In the "Your orders" > "Pending approvals" section is displayed a list of all your external order links.

You can activate or deactivate them from this page.

Useful links