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Tips   Add an approver

When you add an approver, the approver is always added in parallel to an existing approver. Once a profile is fully approved, you can no longer add new approvers.

Related topics

View the approval flow

Delete an approver

About permissions

 

Screen details

To display this expanded approval flow screen, click Add Approver in the Approval Flow screen. The fields vary depending on the type of travel and expense request you are completing.

 
  1. Select a user or role (such as Professional Buyer) to add as a new approver, and explain why.
  2. Specify where in the approval flow to add the new approver:
    • If you are creating a request, you can add new approvers only in parallel to existing approvers.
    • If you are an approver, you can add new approvers before or after existing approvers, or in parallel to them, based on the currently selected approver (indicated by the radio button). You cannot add approvers in front of an approver who has already acted on the request, or in front of a watcher.
  3. Indicate whether the user is a required approver. If the user's approval is not required, the user is a watcher.
  4. Click OK to add the approver, or Cancel to return to the Approval Flow tab without making changes to the approval flow.

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