Step 1: Create an Approver User Group

Before creating the automation rule, you need a User Group to assign the approval task to.

Steps:

1. Navigate to User Groups:
   • Click the company menu (top right) > Your Organisation Name.
   • Click User Groups in the left sidebar.
2. Create New Group: Click Create.
3. Define Group:
   • Name: Enter a clear name (e.g., "Finance Approvers - Level 1").
   • Description: Briefly explain the group's purpose (e.g., "Approves invoices over $1000").
   • Type: Select Approval.
   • Can be delegated: Leave OFF unless specifically required.
4. Save Group: Click Create.
5. Add Members:
   • Find the newly created group in the list.
   • Click the + (Add users) icon at the end of its row.
   • Click Add.
   • Select the user(s) who should be part of this approval group.
   • Click Done, then Add Users.

What Happens Next?

You have created a User Group containing the designated approvers. Now you can create the Sentence that routes documents to this group.

Next Step: Create the Approval Sentence

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Related How-To Guides:

• User Groups in Zudello