Note: You must have Master user permissions on your profile in order to access the account settings and module setup.
â
To edit or delete the approval thresholds, follow these initial steps then see the additional steps for the action you require:
From the home page click Menu (the three horizontal lines in the top left of the screen).
Click Account Settings.
Click Tasks Setup.
Click Gifts/Hospitality.
To edit
On the relevant row, click Edit.
In the pop-up window, change the details of the threshold.
Click Save.
To delete
On the relevant row, click Delete.
On the prompt, click Accept.