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How do I set up approvers?
To assign someone as an approver of specific requests, you will first need to assign them to a stage. To do this:
- Go to Settings > Approval Management
- Click on View Configuration
- Open the configuration you want to add an approver to
- On the stage you wish to add, click More and Add teammate. You will then be able to search and select a teammate
- Click Confirm
- To delete approvers from a stage, you will see a delete icon next to each name
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