Approval teams

Where to find it

Settings → Team (routing conditions are set under Approval rules → Team rules)

✅ Common tasks

Create a team

1. Open Settings → Team

2. Click Add team

3. Enter a unique team name

4. Select the members to include

5. Click Create

A member must already have access to the organisation — invite them first if not.

Rename a team or update its members

1. Open Settings → Team

2. Click Edit beside the team

3. Change the name or update the member selection

4. Click Save

Saving replaces the whole member list — anyone left off is removed from the team.

Route documents to a team

1. Create the team and add its members first

2. Open Approval rules → Team rules

3. Click Edit beside the team

4. Choose Auto-assign or Suggestion only

5. Set a matching condition (supplier, GL account, cost unit or budget) and click Save

A team needs at least one matching condition, otherwise it's shown as inactive and gets no documents.

🔗 See also

• Approval rules

• Requesting and giving approval on an incoming invoice

• Purchase order approvals

• Roles and permissions

• Inviting and managing team members