SUP - Updating Approval Policies - Approvers

Approval Policies are highly configurable. This article will walk you through how to edit approvers on a current policy and how to add a stand in approver for yourself if needed.

• Edit Approvers
• Stand In Approver

Edit Approvers

Navigate to Settings and select Approval Policies on the left.

Click into the policy that needs updating. Click on the Potential Approvers tab.

• Delete existing approvers with the red garbage can icon
• The arrow next to the approver name allows you to replace this user
• Add approver(s) by clicking the Add Approver button and searching their name
• Edit the number of approvers required in the minimum approvers field

Click Save when finished updating.

Stand In Approver

We also offer a Stand In Approver function. This will allow someone in your company to assume the your approver role if the you are out of office or unable to approve invoices.

Navigate to Settings then click on Profile (this may be the default tab after clicking settings)

Under Stand In Approver, Click Add. 

Search the user name in the box and enter the start and end dates for when they should "stand in" for you.

Click Save when finished.