Create Approval Groups

Before you begin

Only administrators can create new approval groups. If another person wants to create workflows, either the administrator can enable access for that person or the individual can contact their SoftwareOne Account Manager.

Create a new approval group

Follow these steps to create an approval group:

1. Sign in to your account.

2. From the navigation menu, go to Procurement > Purchase Approval Setup.

3. On the Purchase Approval Setup page, click New Group. The Create Approval Group window opens.

1. Do the following:

   • Name - Enter the group name.

   • Approval Level - Choose an approval level from the list. You can create up to 3 levels of purchase approval groups.

   • Login(s) - Select members that you want to add to the group.

2. Click Create. The group is created and a confirmation message is displayed.

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