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  1. FAQ - Approve with Procurify
  • December 22, 2022 21:40
  • Updated

How to add or remove a user from Approval Routings

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:

  1. From the left-hand navigation bar, select Settings 

  2. Select Manage Approval Routing 

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

  4. Choose the applicable Approval Routing Group 

  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 

 

How to remove a user 

  1. From the left-hand navigation bar, select Settings
  2. Select Manage Approval Routing

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

  4. Choose the applicable Approval Routing Group 

  5.  Scroll down and review the Approvers listed under Approver Levels 

  6. 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
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