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Comment: Published by Scroll Versions from this space and version 7.2.0

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  • View how many or what groups are assigned policies for a specific action type
  • Want to confirm that an action type has group assignments covering both the "Action to be Approved" and "Must Approve" policies
  • View, edit, or remove policies associated with a specific action family or action type
  • Assign a single policy to a single group one or more groups for a specific family-action type

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titleHow to assign a policy to an Action...

Assign a Policy from the Actions Tab

From the ApprovalsPermission Groups → Actions tab, click the "Assign Group" button for the Action you want to assign to a Group / Policy. 

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Select the Group(s) Type in all or part of the Group name that you wish to assign, and select the policy to apply to the action. When done, click the "Assign" button to save.

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Manage Approval Notifications for Groups

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