Goal:
- Add a new user to the approval chain
The following article outlines how to add or remove a user from an Approval Routing. In order for a user 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. Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.
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 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