Overview
Controller serves as a second level of validation on your approval flow and Rydoo made it easy to assign Controller/s within the platform. There are two ways on how to do so: 

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

This guide will show how to assign controllers manually. 

Role Needed
Administrator

Before we begin, you need to check if controller module is enabled and which approval option is setup for the company. Go to Admin > Advanced Settings > Under App Settings, check if Activate the controller module setting is checked and which option is selected under Activate the approval module

NOTE: Controller follows the option selected in Approval module. 


To assign controller manually

On user level

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

2. In Roles > Controller 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 controller should be assigned to. 

2. In Controller field, look for the name of the controller > Click Add user

3. Click Save.


On project level

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

2. In Select a controller for field, look for the name of the controller and select.

3. Click Save

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