Setting up an approval flow within a team
Only Account Owners and Administrators can view and edit members and teams.
After you've created a team, chosen a Team Manager, and added members in this team, you will be able to add Team Approvers within this team.
An Approver is in charge of approving/denying requests based on a pre-defined threshold within the selected team.
By default, we suggest an approval flow with two thresholds: the Team manager will be notified to approve all requests under 1000€ and the Account Owner will be notified for all requests above 1000€ than require an approbation.
- - You can edit the amounts and add any thresholds as you need. If you want to delete a threshold, a red trash is available on the right corner.
- - You can add as many approvers as you'd like to, regardless of their role(s), in the selected team. Several approvers can be set up to approve for the same amount. In this case, all the approvers will receive a notification and the first one to approve will unblock the payer.
- - It's possible to add a double approval flow: for the same threshold amount, two members will be notified one after another to approve the same request.In this situation, the request will have to be approved by all the approvers.
- - You can add an approver to a selected team even though the approver isn't a member of this team.
To edit an approval flow: head over to the Teams tab under Settings > Members > Teams, Select the team for which you'd like to add Approver, Click on Manage next to the Approvers section.
Delegate your approval rights
🌴 When needed, any approver can delegate their approval rights. To enable this, they will need to navigate to their avatar. From there, look under My profile > Delegate approval rights. Click on Delegate your approval rights temporarily while you're on leave and follow the instructions.