Goal:
- Add a new user to the approval chain
Where:
- Procurify web app
Tips!
- Only users with Manage Approval Routing permission will be able to do the steps below.
- Make sure that the user you are about to setup already has access to the location(s) and department(s) you intend to add from.
- If you have turned on Standalone approval routing for Expense, you can follow the same steps but remember to go to Expense tab.
- If you run into any problems when completing the steps below, please don't hesitate to reach out to our support team. We're here to help!
Steps:
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Go to Settings > Manage Approval Routing.
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Select the location from the dropdown on the left side of the screen.
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Choose the department.
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Then, select the orange Add User on the far right side of the page.
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Select the "level".
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Choose the "approver's name".
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You may add "threshold" if needed.
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Finally, select Add.
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