Option - Request Through Organizations
To request authorization using Manage ATR (authorization to report), follow these steps:
From Setup > Organizations, search to find your organization or click the down arrow next to the Search button and select Show all results. Select the organization.
Expand title Click here to view a screenshot... Include Page _PAsup_Organizations_Search_ShowAllResults _PAsup_Organizations_Search_ShowAllResults
Click the Select Tasks drop-down and select Manage ATR Status. Click Start.
Expand title Click here to view a screenshot... Include Page _PAsup_Organizations_SelectTasks _PAsup_Organizations_SelectTasks
Select the organization and click Request Authorization.
Option - Request Through Work Requests
To request approval using Work Requests, follow these steps:
- To understand more about organizations, see Manage Organizations.
- To learn how to request authorization to report, see 3.1 NEW Request Authorization for Reporting.