Rydoo

Rydoo made it easier for you to assign approver and controllers roles. This article will guide you on how to assign the approver or controller roles manually.

NOTE: You may now add approvers and controllers to multiple or all groups using this method.

Before you begin, ensure that you have configured your <a href="https://help.rydoo.com/en/articles/3646637-setting-up-your-groups" rel="nofollow noopener noreferrer" target="_blank">Groups</a> and the approval assignment in the Admin &gt; <a href="http://help.rydoo.com/en/articles/5675063-approval-flow-setting">Approval Flow</a> page is set to Groups.

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Look and open the approver or controller's profile

Under Approver / Controller of, click on the +Add button

Select which role you would like to assign

A conflict approver is used to re-route an expense to a different approver. This is to avoid the group approver in approving their own expenses. A conflict controller is used to re-route an expense to a different controller. This is to avoid the group controller in controlling their own expenses.

Select the group/s where the approval will be assigned to.

1. Go to Admin &gt; Users page
2. Look and open the approver or controller's profile
3. Under Approver / Controller of, click on the +Add button
 
 
4. Select which role you would like to assign
 
 Important!
 A conflict approver is used to re-route an expense to a different approver. This is to avoid the group approver in approving their own expenses. A conflict controller is used to re-route an expense to a different controller. This is to avoid the group controller in controlling their own expenses. 
 
 
5. Select the group/s where the approval will be assigned to.

6. Click Save.

Alternatively, you may also use the export and import file to set approvers. Here's how:

Assign Approvers / Controllers on Groups

To assign approver or controller

Important!