Creating User Groups

With a business account, you can designate approvers, manage users and user groups, create purchasing rules and workflows, and manage budgets and spend allocations.

How to Create Approver Groups

Create an approver group to specify a group of users who have approval privileges.

1. Sign in to web account and click the 'Manage Users' link at the top of any page. Note: Only signed-in Administrator/Super Users will have access to this link. Then click 'Create an approver selection group'.
2. Enter a title in the 'approver group name' field to identify the group. The limit is 25 characters.
3. Click inside the checkbox beside 'Allow purchaser to select no approval required' if you desire this exception.
4. Click in the checkbox(es) next to the user(s) you want to add to that group.
5. Click 'Submit'.

How to Create an Approval Hierarchy

Create an approval hierarchy to assign users to specific approvers in your organization.

1. Sign in to your web account and click the 'Manage Users' link at the top of any page. Note: Only signed-in Administrator/Super Users will have access to this link.
2. Enter the username of the person seeking approval in the 'assign this user' field on the left side.
3. Enter the username of the approver in the 'to this approver' field.
4. Click 'Assign'.