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How to create a group and add an Approver for payments
How to create a group and add an Approver for payments
Updated over a week ago

The following article outlines how to create a group and add an approver for payments.


Steps:

You must be a Superuser or have custom permission to Manage Approval Routing to perform the following steps.

  1. Navigate to Settings Manage Approval Routing

  2. Click on the Payments tab

  3. Click on Create New Group

  4. Input the Group Name and select Add

  5. Next, click on Add User To Group

  6. Input the Approver, Level, Approver, and Threshold

  7. Once you've filled out the information, click Add.

Great work! You've created a new group and added an approver. Continue adding approvers until you've created your group.

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