Customizing your approval requirements and default approvers

As a company administrator, you can customize the number of supervisors you want as well as a default approver for both the initial and final approval process.

You can access this setting if you are in Admin Mode.

Step 1

Click on Settings in the main nav.

Step 2

Click on the card titled Approval Requirements.

Step 3

Click on the blue, primary action titledEdit Approval Requirements.

Step 4

In the box titled "Beginning of the review period," you can enter your approval requirements to transition a plan from Draft to Active.

Step 5

In the box titled "End of the review period," you can enter your approval requirements to transition a plan from Active to Ready for Final Review.

Step 6

When you are finished, click the blue Save Updates button to the left.