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Set up a simple approval flow

A two-group flow covers most small organisations: the bookkeeper codes the document, an approver signs it off, then it posts.

Where: Approval flow → Groups and settings

  1. Create a group named Bookkeeper (or equivalent) and add the bookkeeper as a member.
  2. Create a group named Approver (or equivalent) and add the relevant approvers as members.
  3. Go to the Default groups tab and set the Bookkeeper group as the bookkeeper group.
  4. Set the Approver group as the standard first approver.

Related: Create an approval group · Set an approval limit on a group · How approval groups work