Approver Groups

Manage approver groups by navigating to the Approver Groups tab within the Role Editor.

This tab displays a table of all available approver groups.

Adding an Approver Group

1. Click the Add button.
   
2. This opens the Role Editors - Groups window, which shows a list of groups with their titles and descriptions.
   
3. Select the relevant user groups from the list, then click OK to add them to the Approver groups for the role you are creating or modifying.
4. When finished creating or editing the role, click OK to save the role in the Role Editor.
   
   

Note: Any members from the assigned Approver group can receive expense reports for approval. However, the system prioritizes approvers based on who has approved the fewest report lines.

Removing an Approver Group

1. Select the group name you want to delete from the list by clicking its row.
2. Click the Remove button.
3. A confirmation screen will appear.
   
4. Click Yes to confirm, or No to cancel.

For a visual walkthrough, watch the video below about using the Approver Groups tab when Adding a New Role.