Goal:
- Add a new user to the approval chain
How to add a user:
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Go to SETTINGS
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Select Manage Approval Routing.
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Select either the Request, Bills or Payments tab on the left-hand side
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Choose the applicable Approval Routing Group
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Then, select the orange Add User to Group or Add Approver on the far right side of the page.
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Select the Level, select the Approver, and enter a threshold if necessary.
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Finally, select Add.
How to remove a user
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Go to SETTINGS
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Select Manage Approval Routing.
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Select either the Request, Bills or Payments tab on the left-hand side
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Choose the applicable Approval Routing Group
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Scroll down and review Approvers listed under Approver Levels
- Locate the applicable Approver, and select the X available on the right-hand side of the user's name
Tips!
- Unable to remove a user from a Group
- 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.
- Approval Routing Overview