Approver Groups

Overview

Approver Groups will need to be enabled in your master config before they can be set up and used. If you would like this enabled, please contact our support team.

An Approver Group is a set of Approvers that can be assigned to a workplace. Timesheet approvals relating to jobs at that workplace can be sent to all Approvers within an Approver Group. You may use these if employees need to select from multiple approvers for their timesheets.  

You'll need to have the relevant Approvers set up in Users > Approvers before being able to create the Approver Group in the Customer Profile. 

Add an Approver Group

To create an Approver Group:

1. Go to Users > Customers > select the customer > Approver Groups.

2. Click Create New Approver Group.

3. Enter a name for the Group.

4. Click Add Approver.

5. Start typing an Approver’s name, then select their full name from the drop-down list that appears. Repeat this step for each additional Approver you would like to add to the group.

6. Click Save Approver Group.

Once an Approver Group is saved, it will appear in the Approver Group list. To view the Approvers that have been added to a list, click the + icon. You can also add or remove approved from this expanded view.