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 Groups and the approval assignment in the Admin > Approval Flow page is set to Groups.

To assign approver or controller

  1. Go to Admin > 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


    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:

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