This tutorial outlines how to create a group and add an approver for payments.
- Click on Settings tab
- Select Manage Approval Routing
- Click on the Payments tab
- Click on Create New Group
- Input the Group Name and select Add
- Next, click on Add User To Group
- Input the Approver data Level, Approver and Threshold
- 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.
- Only users with Manage Approval Routing permission can perform the steps listed
- FAQ: Approval Routing