If your organisation has multiple entities on JustLogin, you can assign approvers from one company to approve requests submitted by employees in another company. For example, a staff member in Company B can be set as an approver for leave, expense, benefit, or form submissions from Company A — and vice versa.
Cross-company approval is supported across the following modules:
- Leave
- Expense
- Benefit
- Forms
Note: This feature must be enabled by our Support Team before it is available on your account. Please contact JustLogin Support to request access. |
Prerequisites
Before assigning cross-company approvers, both companies must have the Share Directory feature enabled and configured to share with each other. This allows each entity to see employees from the other entity when setting up approval workflows.
Part 1: Enable Share Directory Between Companies
Repeat this setup for both Company A and Company B — each must share its directory with the other.
Steps for Company A
Step 1: Log in to Company A.
Step 2: Go to User Admin.
Step 3: Click the icon.
Step 4: Click .
Step 5: Click
Enter the Company ID for Company B:
Then click at the bottom right to confirm.
Steps for Company B
Step 6: Repeat Steps 1 to 5 while logged in to Company B, entering Company A's Company ID. This ensures the directory sharing is mutual.
Once both companies have completed the above, you will see a confirmation under the Share Directory section in both accounts:
Part 2: Assign a Cross-Company Approver
Once the Share Directory is set up, you can select employees from the other entity as approvers within any supported module's approval workflow.
Note: The steps below apply to the Leave, Expense, Benefit and Forms modules. For a full guide on configuring multi-level approval workflows, refer to this guide. The steps here focus specifically on selecting an approver from another entity. |
The example below shows how to assign a staff member from Company B as an approver in Company A.
Step 7: Log in to Company A.
Step 8: Click .
Step 9: Click , then go to
.
Step 10: Click and then the Edit
icon for the relevant approval flow.
Step 11: To assign an approver from Company B, select Specific User.
Step 12: Click the company dropdown and select Company B.
Step 13: Select the employee from Company B who should act as the approver for this level.
Step 14: If you have additional approval levels, repeat Steps 11 to 13 for each level.
Step 15: Click and choose whether this approval flow applies to all employees or to specific individuals.
Step 16: Click to save your changes.
Step 17: Repeat this process as needed to assign approvers from other entities across any supported module.