Approvers Group
The Approvers Group feature in InvestGlass allows you to define specific teams or groups of members who are authorized to vote during an approval process. This is essential for orchestrating workflows where multiple stakeholders need to review and approve contacts, accounts, documents, or travel requests.
What is an Approvers Group?
An Approvers Group is a designated set of InvestGlass members who have the authority to accept or reject requests within an approval chain. By grouping members, you can ensure that the right people are notified and involved in the decision-making process, whether it's for compliance checks, document verification, or travel authorizations.
How to Create a New Approvers Group
To set up a new Approvers Group, follow these steps:
- Navigate to My Account > Company > Approvers.
2. Click on the + New Approver button located at the top right of the page.
3. In the Approvers modal that appears, fill in the following details:
- Name: Enter a clear and descriptive name for the group (e.g., "Risk Audit Europe", "Opening Steering Committee").
- Any one of those can approve: Select the specific members from the dropdown list who will belong to this group. You can add multiple members.
- Including Travel Request Approval: Toggle this switch on if this group is also responsible for assessing and approving travel requests.
4. Click Save to create the group.
- Including Travel Request Approval: Toggle this switch on if this group is also responsible for assessing and approving travel requests.
4. Click Save to create the group.
- Any one of those can approve: Select the specific members from the dropdown list who will belong to this group. You can add multiple members.
- Name: Enter a clear and descriptive name for the group (e.g., "Risk Audit Europe", "Opening Steering Committee").
Managing Existing Approvers Groups
On the main Approvers page, you can view a list of all existing groups. The table displays:
- Name: The name of the Approvers Group.
- Members: The individuals included in the group.
- Authorize Travel Request: Indicates whether the group can approve travel requests (Yes/No).
- Last Modified: The date and time the group was last updated.
- Modified By: The user who made the last changes.
You can use the Filters button to easily find specific groups or use the Actions menu (the three dots on the right) to edit or delete an existing group.
- Modified By: The user who made the last changes.
- Last Modified: The date and time the group was last updated.
- Authorize Travel Request: Indicates whether the group can approve travel requests (Yes/No).
- Members: The individuals included in the group.
Next Steps
Once you have created your Approvers Groups, you can use them when setting up Approval Rules and Approval Chains to fully automate your business workflows.
Updated about 2 hours ago