I've created an approval process that has specific users assigned as approvers. These approvers receive emails saying that there is a request awaiting their approval. However when they click on the link that is supposed to open the approval page; they see Insufficient Privileges error.

Approval page is the one provided by SalesForce (I've not created any custom page).

On page 5 of 6 (Select Fields to Display on Approval Page Layout) option "Allow approvers to access the approval page only from within the Salesforce application." is selected. I cannot see any way to assign security roles to the approval page anywhere else.

Am I missing something?

Thanks in Advance

  • 3
    Did you checked if approver has View permission on that record ? Try to open same record by approver's login, In order to approve record, approver must needs to have read permission. Apr 14 '15 at 15:43
  • Hi Jeetendra, Thanks for your reply. That user is able to see the record. but when he tries to lcik the url having salesforce.com/p/process/…> he gets insufficient privileges. Is there a way to assign provileges to this ProcessInstanceWorkItemWizard? Apr 14 '15 at 16:25

The answer above is not correct. You don't need edit permission to the record in order to approve it - only read permission as stated in sales force documentation: https://help.salesforce.com/articleView?id=approvals_processing_approval_requests_parent.htm&type=5

I have also tested this in my sales force org.


The user needs Read and Edit Permissions to the record being approved in order to have permission to this UI.


There are a few things that I would recommend checking. First (as @Jitendra Zaa pointed out), make sure the approver has access to the both the object and the specific record. There is a good guide from Salesforce on how to do this troubleshooting.

The Button Click Admin blog also has a great post on how to handle this error message and things to check for when troubleshooting.

  • Thanks a lot for your answer. I will check roles/privileges assigned to user and get back on this forum. Apr 15 '15 at 1:32
  • Reading your note above, it's possible that the approver has read permissions but not edit permissions. Are they able to edit the record independently of the approval process?
    – sfdc_nerd
    Apr 16 '15 at 14:26
  • Button Click Admin blog post is gone! any updated resources for things to help troubleshoot this?
    – DanO
    Jul 6 '16 at 16:31

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.