Group Approvals

Group Approvals allow purchase requests to be routed to multiple users, but only one approver will need to complete an action for the request to move forward.

Creating a Group Approval Rule

1. Begin by navigating to a new rule creation

2. After choosing your rule's criteria, proceed to 'Add an Action' and select 'get approval from'

3. Select the approvers who will be notified to act upon request submission

Group Approval Behaviors

When a request needs approvals from one of many users, all approvers will be notified. If the request is approved by another user, all other approvers will be informed.

Upon submission, the request will display the multiple potential approvers.

 

Reassigning an Approver

An Admin will have the ability to reassign an approver on the request. To reassign a request as an Admin, hover over the approval step you'd like to reassign and click - this will allow you to delegate the approval step to a different approver.

When off-boarding one of the users in the Group Approval, an Admin will only be required to reassign the rule if there are no other potential approvers for that rule.

For additional questions, reach out to [e-mail]