How to add/update a new user into a Role for your Approval Workflows | Purchase Plus Help Documents

How to add/update a new user into a Role for your Approval Workflows Updated over a week agoThe Customer Success Team

1. Go to [Settings] → [Approval Workflows] → [Roles].

2. Locate the role you want to update and select the [👁️] to view.

3. Once inside the role, You can then select [+ Role User] to add a new user for the role, or click the [📝] button before the name of the user if you want to delete or change the user in the role.

4. If you click the [📝] button, a pop-up window will appear with a drop-down list. Search for the user that you want to replace, select them, and then once done, just select update.

Did this answer your question?😞😐😃