Approval Groups provide flexible routing for approval processes. Instead of assigning a step to a single user, it's assigned to a group, allowing any member to provide the necessary approval.
You can read below to find out more information on Adding and Editing an Approval Groups or watch this short video:
To begin adding/editing your approval groups, go to the Administration module > select Approvals and > click Groups tab. The approval groups are named with the members of those groups listed to the right.
Add Approver Group
To add an approval group, select the 3 dots on the right side > click Add Approver Group. Once selected a pop-up box will appear, to insert the desired group name and members. Once completed, select Add.
Edit/Delete Approval Group(s)
If you would like to edit/delete existing approval groups select the Edit or Delete option.
Export/Import Approval Groups
Additionally, users can bulk edit by exporting the approval groups, by selecting the 3 dots on the right side > select Download Groups. Once downloaded, edit your groups in a spreadsheet and import new groups by, selecting the 3 dots on the right side > click and import the new groups by selecting Import Groups.
| Note: Be sure to include all groups in the upload, as any missing groups will be deleted. If groups are deleted, historical data will still show who it went to at the time of the approval. |