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How To: Edit an Approval Tree

In order to edit an Approval Tree, please follow the steps below:

  1. Open the Admin Console and click on the ‘Workflow’ menu at the top of the page. Select ‘Approval Trees’.
  2. Select the Approval Tree you would like to edit and then click on the pencil icon.
  3. Uncheck the ‘Enabled’ box and click ‘Save’.
  4. In the ‘Approval Tree Levels’ section, click the “+” icon of the level you want to add the user to.
  5. Select the user you want to add to the Approval Tree, then click ‘OK’.
  6. Click on ‘Read’ to switch user to Read/Write (if applicable).
  7. Repeat steps 2 and 3 to enable the Approval Tree (Check the ‘Enabled’ box and ‘Save’).