Goal:
- Add a new user to the approval chain
The following article outlines how to add or remove a user from an Approval Routing. To be included in an Approval Routing Group, ensure the user has Approve Permissions for the appropriate Location/Department. Review How to Assign Approval Permission. Location and Department may be listed differently in your account depending on your organization's customized categories.
How to add a user:
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From the left-hand navigation bar, select 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
- From the left-hand navigation bar, select 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 the Approvers listed under Approver Levels
- Locate the applicable Approver, and select the X available on the right-hand side of the user's name
Additional Information:
- 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