Set Approval Permissions

Go to the User Access List for the fund.

If the user of interest is not in the displayed list, click Assign User and assign them to the fund.

If the user of interest is not already assigned, click the user ID link for that user.

Click Edit Permissions.

In the Primary Sales section, click Approve.

Select Approve for each stage and team to be associated with this user.

Click Save Permissions.