Audience: Neo1 Admins


Purpose

When creating segment codes for an established segment, you are presented with the option to assign a "code owner". Code ownership allows an assigned user to be granted visibility and control over spend (expense/budget) submissions that include that particular code. 

When a code owner is assigned, any submissions with that code will trigger an approval request, routed to that code owner. 



Overview


Creating a code owner

To create a code owner, you must first create a segment following this guide. 

Within that set-up process, you will then be tasked with creating your segment codes, and a code owner can be assigned at that time.


Step 1: Click on Settings

Step 2: Click on Accounting

Step 3: Click on View segment (eyeball icon) 

In the example below our segment is Account Code


 


Step 4: Add a new value or edit an existing Value





Step 5: Add a new value or edit an existing Value

Step 6: Click on the dropdown under Owner and select the user who will be the code owner for this specific code.


Note: When a code owner is assigned, any submissions with that code will trigger an approval request, routed to that code owner


Step 7: Click on Confirm




Step 7: Repeat the above steps for other codes that require a code owner


Managing approvals as a code owner

When a spend item (budget/expense) has been submitted by a user, including a code with an established code owner, the code owner will be notified, via email, that they have a pending approval request. 


Step 1: Log into Neo1

Step 2: Click on Authorize. You will be presented with a list of your pending approval request.



Step 3: You will be presented with a list of your pending approval request


 


Step 4: Hover your mouse over the Expense line and on the right hand-side of the line 3 options will appear:

Approve (tick icon)

Reject (reject icon)

View Expense (eyeball icon)




Next Steps: Now that we have covered Segment Code Owners, let's review Segment Dependencies