Approval teams

Where to find it

Settings → Teams; Approval rules → Team rules

✅ Common tasks

Create a team

1. Open Settings → Teams.

2. Click Add team.

3. Enter a unique team name.

4. Add members if needed.

5. Click Save.

Team names must be unique within your organisation.

Edit a team

1. Open Settings → Teams.

2. Find the team and click Edit.

3. Change the team name if needed.

4. Replace the member list.

5. Click Save.

Saving a new member list replaces the existing members.

Set team rules

1. Open Approval rules → Team rules.

2. Find the team row and click Edit.

3. Set conditions for supplier, General Ledger account, analytic account, or amount threshold.

4. Choose the assignment mode if needed.

5. Click Save.

A team needs at least one condition before it can be assigned by a rule.

🔗 See also

• Approval rules

• Purchase order approvals

• Roles and permissions

• Settings and user preferences

• Suppliers (Companies)