How to Add a new User to the Approval Routing

Goal:

• Add a new user to the approval chain

Steps:

1. Go to Settings 

2. Select Manage Approval Routing. 

3. Select either the Request, Bills or Payments tab on the left hand side

4. Choose the Approval Routing Group listed 

5. Then, select the orange Add User to Group or Add Approver on the far right side of the page. 

6. Select the Level, select the Approver, and enter a threshold if necessary.

7. Finally, select Add. 

   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.