Overview
Rydoo made it easy to assign Approver/s within the platform. There are two ways on how to do so: 

  1. Manual Assignment that works when setting one or few approvers 
  2. Upload Approvers which is recommended when assigning multiple approvers at the same time. 

This guide will show how to assign approver manually. 

Role Needed
Administrator

Before we begin, check which approval option is setup for the company. Go to Admin > Advanced Settings > Under App Settings, look for Activate approval module.

To assign approvers manually

On user level

1. Go to Admin > Users > Look up and Open the Approver's Profile. 

2. In Roles > Approver field, search for the name of the User

3. Click Save.


On group level

  1. Go to Admin > Groups > Look up and Open the Group where the approver should be assigned to. 

2. In Approver field, look for the name of the approver > Click Add user

3. Click Save.


On project level

  1. Go to Admin > Projects > Look up and Open the Project where the approver should be assigned to. 

2. In Select An approver for field, look for the name of the approver and select.

3. Click Save

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