Add new approver

Add new approver in an approval process

To add a new approver:

Click Add New Approver block. The Add New Approver window will slide in from the right. You can configure the following properties.

  1. Edit Approver - Select the approver. The record approver can be any of the following:
    • User - Users that you have shared the application with/The list of users in your account.
    • Role - Users in a predefined role within your organization's hierarchy
    • Field - Users listed in the Users field.

  2. Choose the approver in the Select Approver field based on the selection made in the Edit Approver field.

  3. Set the Approval and Denial Label names and click Save Approver.

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