Use Approval Groups in an Approval Policy

Approval Groups let you pick multiple users to act as one "Approver" for any step in an Approval Policy.

Create an Approval Group

1. Click "Settings" in the left sidebar
2. Scroll to "Approval Policies"
3. Click "Approval Groups" in the top right corner
4. Enter a Group Name and Description
5. Click the "Members" dropdown
6. Search and add users (Managers or Admins only)
7. Click "Save"

Tip: To edit an Approval Group, select the group on the left side of the pop-up window. Then follow the same steps mentioned above.
 

Assign an Approval Group to an Approval Policy

1. Click "Settings" in the left sidebar
2. Scroll to "Approval Policies"
3. Create a new policy (Pro plan only) or click "Edit" on an existing policy
4. Scroll down in the modal to view the approval levels configuration section
5. Assign your Approval Group for the step you want
6. Click "Save"

Important: Changes apply to all future expense approvals that use this policy.

Need help? Email support@floatfinancial.com.