Audience: Office Managers, Administrators Platform: Uptick Web
This article explains how to set and manage authorisation limits for creating defect quotes and purchase orders in Uptick.
What you'll learn:
How to set company-wide (global) spending limits.
How to set spending limits for individual users.
How to grant permissions to override these limits.
What happens when a user tries to exceed their limit.
Note: This feature is not enabled by default. Please contact the Uptick Support team to have it turned on for your account.
Uptick allows you to control spending by setting authorisation limits on defect quotes and purchase orders. You can set a general limit for all users or create specific limits for individuals. An individual limit will always override the global setting, which is useful for giving senior staff or managers higher approval thresholds.
Configuring Authorisation Limits
You can manage all authorisation limits from a single page in the Uptick Web Platform.
On the Uptick Web Platform, navigate to People > Users.
Select the Authorisation Limits tab.
Setting Global Limits
Global limits apply to all users in your company unless they have a specific individual limit set.
Go to the Authorisation Limits page.
At the top of the page, you will find two fields:
Defect quote authorisation value
Default purchase order authorisation value
Enter the maximum value you want users to be able to approve.
Click Save.
Note: Setting a limit to $0 is the same as leaving it blank, which means there is no limit.
Setting Limits Per User
You can assign specific limits to individual users, which will override any global limits.
On the Authorisation Limits page, scroll down to the table of users.
Find the user you want to set a limit for. You can use the search bar to find them quickly.
Double-click the cell in either the Defect Quote Authorisation Amount or Default Purchase Order Authorisation Amount column for that user.
Enter the new limit and repeat for any other users.
Click Save Changes.
Tip: You can set limits for multiple users before clicking Save Changes.
Overriding Purchase Order Limits
You can allow certain users to approve any purchase order, regardless of authorisation limits. This is controlled by a security group permission.
To grant this ability, ensure the user is part of a security group with the Can approve and submit any purchase order permission enabled.
What Happens When a Limit is Exceeded?
For Technicians (Uptick App):
If a technician using the Uptick App tries to submit a defect quote or purchase order that is over their authorised limit, they will see a notification, and the item will not be submitted.
For Office Staff (Uptick Web):
If an office staff member tries to approve a quote or purchase order that is over their limit, they will see an error message preventing them from proceeding.