How do i add members to an approval team?

Members of an approval team can review the orders for which that team is responsible. You can add members to the Default Approval Team or to an additional approval team.

Before you start

• The person you want to add to an approval team must already have an administrator account in the FiscFree platform. If they do not yet have an administrator account, create one first.
• A Default Approval Team is available by default. If orders only need to be reviewed by one team, you can add the appropriate administrators directly to this team.
• Do orders need to be approved by multiple teams? First set up an additional approval step.
• Do you want to determine which orders the team reviews, when the team receives notifications, or what happens when an order is rejected? Then configure the approval team settings separately.

Add a member to an approval team

1. Go to Companies & People > Approval Teams.
2. Select the approval team to which you want to add a member.
3. Scroll down to Members and click Add Member.
4. Select the person you want to add.
5. Click Link. If you want to add another person immediately, click Link & Add New.

The administrator is now a member of the approval team and can review the orders for which the team is responsible.