Goal:
Add a new user to the approval chain
The following article outlines how to add or remove a user from an Approval Routing. To be included in an Approval Routing Group, ensure the user has approved permissions for the appropriate Location/Department. Review How to Assign Approval Permission.
This article refers to “Location” and “Department”. Your domain may have different labels due to custom organizational categories.
How to add a user:
Navigate to Settings → Manage Approval Routing
Select either the Request, Bills or Payments tab on the left-hand side
Choose the applicable Approval Routing Group
Click Add User to Group or Add Approver on the right
Select the Level, select the Approver, and enter a threshold if necessary
Click Add
How to remove a user
Navigate to Settings → Manage Approval Routing
Select either the Request, Bills, or Payments tab on the left-hand side
Choose the applicable Approval Routing Group
Scroll down and review the Approvers listed under Approver Levels
Locate the applicable Approver, and select the X available on the right-hand side of the user's name
Additional Information:
Only users with Manage Approval Routing permission will be able to complete the steps.
Make sure that the user you are about to set up already has access to the location(s) and department(s) you intend to add from.