Submitter Manager

About this task

The Submitter Manager feature enables you to assign the submitter's manager as an approver in an app workflow. Once set up, the workflow request from the submitter is routed to the manager at the IdP's preferred hierarchical level(s). The manager then receives the workflow approval request in their inbox.
Restriction: SOTI Snap supports SOTI Identity LOCAL, LDAP, and Microsoft EntraID directories.
Important: For Manager data to be synced from your IDP to SOTI Snap, Map the LDAP's manager property in the Map Additional User Attributes section. This explicit mapping is not required for EntraID and Local DB. Additionally, while configuring LDAP, set the user attribute as Manager DN.
Warning: Maintain the manager attribute mapping on the IDP with the same character case used in LDAP. Also, make sure that this mapping is correct as it is not possible to edit it later.

Procedure

  1. From the left toolbar, select Project > Workflow.
  2. Select the User Approval activity.
  3. From the Properties tab, select the Settings icon Gear icon, then the Submitter Manager Submitter Manager icon. The Submitter Manager window appears.
  4. Choose the appropriate managerial hierarchy level(s), then select Add.
    Note: Based on the chosen managerial level in the Assign Appropriate Manager Level window, the approval is sent to the corresponding approver based on the hierarchy in the configured IdP.

Results

The submitter's selected managerial hierarchy level appears as %Level1Submitter'sManager% and/ or %Level2Submitter'sManager% in the list of approvers.
Remember: If the selected managers are not in the IdP, the user approval process proceeds based on the Advanced Permissions settings.