Knowledge Base Home
Contact Us
Sign in
  1. Knowledge Base Home
  2. Approve with Procurify
  3. Approval Routing
  1. Approval Routing
  • March 13, 2023 20:39
  • Updated

How to Edit or Remove Approval Routing Groups

Goal:

  • How to deactivate my Approval Routing
  • Can I delete an Approval Group?
  • Adjust Approval Group Triggers
  • Change an Approval Groups Sequence
  • changing the company's approval routing structure 

 

The following steps can only be completed by a Superuser or a user with custom permissions to manage Approval Routings


 

Steps:

1. Navigate to Settings→ Manage Approval Routings on the left-hand navigation bar 

2. Select the Approval Routing Group to edit or remove from the list on the left

  • To edit Group Triggers/Conditions: select the Edit button 
  • To delete an Approval Group: select The options.png button and then Delete Approval Group
  • To Update the Group Sequence: select the +Advanced Options blue hyperlink located at the bottom of the page, which expands the Group Sequence dial

 

Advanced_Options.gif

 

Tips!

  • Understanding and Setting Up Approval Routing Groups.
  • FAQ: Approval Routing
  • Approval Routing Overview
Was this article helpful?
0 out of 0 found this helpful
Return to top