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Administrator Guide
Last Updated: 2024-05-17
Create Approval Groups

Create Approval Groups

Company admins can create approval groups for your company.
You can configure approval groups to enable the correct members of your organization to evaluate projects, contracts, or supplier review responses on your forms.
  1. Access
    Settings
    Approvals
    Approval Groups
    .
  2. Click
    Add Approval Group
    .
  3. Enter a name for the approval group and add approvers. You can only add approvers from the
    User List
    .
  4. Select one of these
    Approval Options
    :
    • Any (1) Approver Can Approve
    • All Approvers Must Approve
    If you select
    All Approvers Must Approve
    , you can set the order of the approvers for the group by selecting the
    Set an Approval Order
     check box.
    Approval order controls when approvers receive review notifications and can approve or reject:
    • Contracts
    • Projects
    • Supplier responses
You can select approval groups on supplier forms, project workflows, and contract workflows.