Updating/Changing Workflow Approvers
Do you need to add or change an approver to an already existing workflow? You've come to the right place.
1. Click Menu
2. Select "Workflow Designer"
3. Locate the Workflow you wish to work with from the Workflow list. Once it is located, click on the Workflow.
4. Click here to enter the Workflow Designer.
5. Select the step in the Workflow where you would like to make changes to the approvers.
6. Here you will see the approvers listed for this specific step in the Workflow. You can make changes to the approvers listed here.
Keep in mind that if multiple approvers are selected, ONLY ONE approver will need to approve this step for the Workflow to move forward.
7. If you wish to make changes to the approval type, you can do so here. In the approval type, you can specify approval criteria for routing this step to approvers.
For more information on Workflow approval criteria, check out our helpful guide.
8. You can make changes to approver roles here. Approval roles serve to send this step to a wide group of users who have a specific role setup in user access.
*This is NOT used to specify the roles of the approvers listed in the fields above.
9. Once your approver changes have been made, make sure to SAVE your changes in order for them to take effect.
