How to Add an Approver or Group via System Setup
- Duration: 4 Minutes
- Publisher: Tourvest Travel Services Learning & Development.
- Ensure to watch the full video below and acknowledge the quiz below
- Note: Updates to manuals occur as needed to align with significant system advancements.
Introducing How to Add an Approver or Group via System Setup:
As a Super User you would be able to manage the Approval Setup within your Company.
Important: It's essential to understand that while the live system undergoes aesthetic and functional enhancements, the core process/steps remain unchanged.
Watch the AI Explainer Video Below
How to Add an Approver or Group via System Setup / Duration: 2 Minutes
Watch the System Walkthrough Video Below
How to Add an Approver or Group via System Setup / Duration: 1 Minute
Key Take Home Points
To manage the approval set up, the Super user needs to access the System Setup widget.
Select Approval Policy and then Select Approval Limits and Groups.
To create an Approval group, select Company Groups.
Approval limits are client specific.
An approver is required for an Approval Group.
Quick Quiz