Add an Approval Policy Document for a Local Group

  • Updated

You can add an Approval Policy Document for a specific Local Group. This document will be shown to Buyers and Approvers in that group, overriding the Global policy document if one exists. 

Prerequisites

  • You must be an enterprise Super Admin.

  • The policy document must be in PDF file format.

  • You must remove any existing Local Group Approval Policy Document before uploading a new one, as only one can exist at a time. 

Steps

Follow these steps to upload a new Approval Policy Document for a Local Group:

  1. Select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
    Select Local Groups and Users.png

  2. Find the required Local Group in the list and click on the three vertical dots against it.

  3. Under Response Decision Approvers, select the Manage global approval policy document option. 
     

  4. Click on the button to select and upload your Approval Policy Document in PDF file format.

  5. Wait for the upload to complete.
     

Results / Validation

The document will be visible to all buyers in the Local Group when approval is available. This document takes precedence over the Global policy document for this group. 

What's Next / Related

Limits & Notes

  • Only one Local Group Approval Policy Document can be active at any one time.

  • This document will take precedence over the Global Approval Policy Document for this specific Local Group.