Enable the consultant group flag on a group

Set the Consultant group toggle when a group in the flow belongs to your bookkeeping or service team rather than to the client’s own users.

What does the consultant group flag do?

When this flag is on, the group’s members list is interpreted as “all consultants assigned to this client”. Only consultants can approve at this step — client-side users cannot, even if they are listed as members. Every consultant assigned to the client will see the document in their overview when it reaches this group.

Where: Approval flow → Groups and settings → open a group

1. Open the group you want to flag.
2. Find the Consultant group toggle and switch it on.
3. Click Save.

Caution

The consultant group flag alone does not stop consultants from approving in other (non-consultant) groups. To restrict consultants strictly to their own groups, also enable Forbid external rules for approval in the global approval settings.

Related: Consultant groups — how they work · Configure forwarding rules for a group