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ecobee 4 Pro

Designate Approvers and Approve Orders

When adding users to your account, you have the ability to designate if they can order with or without approval, and set limits to their ordering capabilities.

In order to take full advantage of this functionality, you’ll need to register for an online account and sign in to your account. You also need to be the administrative user on the account.

Adding users that require approval:

  1. Visit Your Account > Manage Users > Add User.
  2. While completing the user information, you’ll find these specific options under the "Permissions" section.
  3. Select when the user requires approval (Always, Never, or Sometimes).
  4. If you select that a user requires approval, you can then select the approver.
  5. If you select that a user SOMETIMES requires approval, you’ll also be able to select an order threshold. If a user places an order under the designated dollar amount, that user will be able to submit orders directly to CE for fulfillment. If the order amount is over the designated dollar amount, that order will require approval from the designated approver at your company.

Approving orders:

  1. If you are a designated approver, you will receive an email when an order is submitted by a user in your organization for approval. Click on links in that email to approve orders.
  2. You can also view all orders pending your approval by visiting Your Account > Order Approval Queue.
  3. Click the "View Order" button next to an order.
  4. Select the items you’d like to approve.
  5. Click the "Approve Selected" button, and you’ll then be redirected to your cart to finalize the order process.

Related Topics

†DCF777C2 and DCF787C1 must be purchased together to qualify for a single Free Tool. While supplies last. Excludes special pricing. Offer cannot be combined with other offers or programs. No rainchecks allowed. Not valid on previous purchases. Management reserves the right to modify or end this promotion at anytime. All products not available in all areas. Account must be active and in good standing with CE, as determined by CE’s credit department prior to and during the promotion period. Returns of eligible merchandise will be subject to deduction of valuation of voucher. Please include your choice of Free Tool in your Order Comments at checkout. Eligible accounts will be notified by telephone or email regarding fulfillment of the Free Tool.
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