--- title: Overview of Approval Matrix description: The approval matrix allow users to identify roles with specific permissions, which are then assigned to the users. --- [Skip to content](https://support.mosaic-solutions.com/knowledge/overview-of-approval-matrix#main-content) English Show submenu for translations [Contact Customer Support](https://support.mosaic-solutions.com/knowledge/kb-tickets/new?hsLang=en) ![Mosaic Full Logo Blue (Transparent).png\]](https://support.mosaic-solutions.com/hs-fs/hubfs/Mosaic%20Full%20Logo%20Blue%20(Transparent).png?height=31&name=Mosaic%20Full%20Logo%20Blue%20(Transparent).png) - [Contact Client Support](https://support.mosaic-solutions.com/helixpaysupport/contactus) Open main navigation Close main navigation - [Contact Client Support](https://support.mosaic-solutions.com/helixpaysupport/contactus) - English Show submenu for translations - [Contact Customer Support](https://support.mosaic-solutions.com/knowledge/kb-tickets/new) - Go to mosaic-solutions.com Go to mosaic-solutions.com We are here to help. - There are no suggestions because the search field is empty. 1. 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[Resto iQ - Purchasing](https://support.mosaic-solutions.com/knowledge/resto-iq-inventory-and-purchasing?hsLang=en#resto-iq-purchasing) # Overview of Approval Matrix ## The approval matrix allow users to identify roles with specific permissions, which are then assigned to the users. #### Overview - Approval Matrix ![](https://support.mosaic-solutions.com/hs-fs/hubfs/image-png-Oct-14-2024-03-13-03-2610-AM.png?width=1226&height=734&name=image-png-Oct-14-2024-03-13-03-2610-AM.png)   1. **Document Type**: Different purchasing documents (e.g., Purchase Order, Purchase Request, Demand, Supply) that require approval. 2. **Value From / Value Up To**: Defines the monetary range for which approval is needed. 3. **Role**: Indicates which roles (e.g., admin, marketing admin, officer) are responsible for approving documents within the specified value range. 4. **Actions**: Provides options to edit or modify the approval workflow for each document type.       #### Assigning Roles   ![](https://support.mosaic-solutions.com/hs-fs/hubfs/image-png-Oct-14-2024-03-13-05-6240-AM.png?width=1224&height=432&name=image-png-Oct-14-2024-03-13-05-6240-AM.png) To utilize the approval matrix properly, roles and users must have been preconfigured already (this is usually completed during the onboarding process by Mosaic Solutions, but additional updates must be made by the user's organization).       #### Adding a default approver ![](https://support.mosaic-solutions.com/hs-fs/hubfs/image-png-Oct-14-2024-03-13-08-0511-AM.png?width=1184&height=1080&name=image-png-Oct-14-2024-03-13-08-0511-AM.png) Upon clicking "Add default approver", this window will appear. The main objective of this window is to **authorize a role to become an approver of the document type.**     #### Adding a new approver ![](https://support.mosaic-solutions.com/hs-fs/hubfs/image-png-Oct-14-2024-03-13-10-7904-AM.png?width=1184&height=1080&name=image-png-Oct-14-2024-03-13-10-7904-AM.png) The difference between adding a new approver and a default approver is: - **Default** - Resto iQ will take this as the default approver when it comes to the configured document type. - **New** - Resto iQ will take this approver as a new addition to the approver list wherein he/she may be assigned to approve a different document type or value range.       #### Editing/modifying an existing role ![](https://support.mosaic-solutions.com/hs-fs/hubfs/image-png-Oct-14-2024-03-13-12-5990-AM.png?width=195&height=163&name=image-png-Oct-14-2024-03-13-12-5990-AM.png) Found under the Actions column is the **⋮** also known as an "elipsis" or commonly, "three-vertical dots". This button will show these actions available per role. - **Modify** - update any configuration of this role - **Delete** - delete this role permanently. - [Mosaic POS](https://support.mosaic-solutions.com/knowledge/mosaic-pos?hsLang=en#main-content) - [Placing Orders and Table Management](https://support.mosaic-solutions.com/knowledge/mosaic-pos?hsLang=en#placing-orders-and-table-management) - [Logging In, Shift Change, Day End](https://support.mosaic-solutions.com/knowledge/mosaic-pos?hsLang=en#logging-in-shift-change-day-end) - [Billing and Payment Processing](https://support.mosaic-solutions.com/knowledge/mosaic-pos?hsLang=en#billing-and-payment-processing) - [Getting Started with your POS](https://support.mosaic-solutions.com/knowledge/mosaic-pos?hsLang=en#getting-started-with-your-pos) - [Basic Troubleshooting](https://support.mosaic-solutions.com/knowledge/mosaic-pos?hsLang=en#basic-troubleshooting) - [Generating Reports](https://support.mosaic-solutions.com/knowledge/mosaic-pos?hsLang=en#generating-reports) - [Menu Management](https://support.mosaic-solutions.com/knowledge/mosaic-pos?hsLang=en#menu-management) - [Integrations](https://support.mosaic-solutions.com/knowledge/mosaic-pos?hsLang=en#integrations) - [Getting Started in Resto iQ](https://support.mosaic-solutions.com/knowledge/getting-started-in-resto-iq?hsLang=en#main-content) - [General Knowledge](https://support.mosaic-solutions.com/knowledge/getting-started-in-resto-iq?hsLang=en#general-knowledge) - [User Management](https://support.mosaic-solutions.com/knowledge/getting-started-in-resto-iq?hsLang=en#user-management) - [Navigation](https://support.mosaic-solutions.com/knowledge/getting-started-in-resto-iq?hsLang=en#navigation) - [Resto iQ Analytics](https://support.mosaic-solutions.com/knowledge/resto-iq-analytics?hsLang=en#main-content) - [Product Reports](https://support.mosaic-solutions.com/knowledge/resto-iq-analytics?hsLang=en#product-reports) - [Sales Reports](https://support.mosaic-solutions.com/knowledge/resto-iq-analytics?hsLang=en#sales-reports) - [General Knowledge](https://support.mosaic-solutions.com/knowledge/resto-iq-analytics?hsLang=en#general-knowledge) - [Other Reports](https://support.mosaic-solutions.com/knowledge/resto-iq-analytics?hsLang=en#other-reports) - [Resto iQ Inventory and Purchasing](https://support.mosaic-solutions.com/knowledge/resto-iq-inventory-and-purchasing?hsLang=en#main-content) - [Resto iQ Inventory - Reports](https://support.mosaic-solutions.com/knowledge/resto-iq-inventory-and-purchasing?hsLang=en#resto-iq-inventory-reports) - [Resto iQ Inventory - My Inventory](https://support.mosaic-solutions.com/knowledge/resto-iq-inventory-and-purchasing?hsLang=en#resto-iq-inventory-my-inventory) - [Resto iQ - Purchasing](https://support.mosaic-solutions.com/knowledge/resto-iq-inventory-and-purchasing?hsLang=en#resto-iq-purchasing) - [Resto iQ Inventory - My Ingredients](https://support.mosaic-solutions.com/knowledge/resto-iq-inventory-and-purchasing?hsLang=en#resto-iq-inventory-my-ingredients) - [Resto iQ Inventory - Menu Items](https://support.mosaic-solutions.com/knowledge/resto-iq-inventory-and-purchasing?hsLang=en#resto-iq-inventory-menu-items) - [Mosaic Analytics](https://support.mosaic-solutions.com/knowledge/mosaic-analytics?hsLang=en) - [Mosaic Inventory v2](https://support.mosaic-solutions.com/knowledge/mosaic-inventory-v2?hsLang=en) - [Mosaic Purchasing v2](https://support.mosaic-solutions.com/knowledge/mosaic-purchasing-v2?hsLang=en) - [Mosaic Back Office v2](https://support.mosaic-solutions.com/knowledge/mosaic-back-office-v2?hsLang=en) - [Contact Client Support](https://support.mosaic-solutions.com/helixpaysupport/contactus) [![Chill listening crop-3](https://support.mosaic-solutions.com/hs-fs/hubfs/Mosaic%20Circle%20M%20Icon%20Blue-2.png?width=24&height=24&name=Mosaic%20Circle%20M%20Icon%20Blue-2.png "Chill listening crop-3")](https://support.mosaic-solutions.com/?hsLang=en) Mosaic Solution Support and Help Center Copyright © 2026, Mosaic Solutions