How can I set up an approval matrix?

How can I set up an approval matrix?

This is how you define the conditions for the selection of Approvers in a step:
  • In the main menu select your Organisation and open Approval workflows page under "Workflows and settings" section.

  • Choose the approval workflow.

    Inside, navigate to the step and open approval matrix by clicking on the icon “Approval matrix” 
    .
  • If necessary, add Approvers for this step via the button  
  • Specify the conditions that will determine who approves what.
  • A user will be selected as an Approver when the specified criteria are fulfilled, as illustrated in the example below:
  • Olivia will be added as an Approver if the amount (USD) is over or equal to 1,000.
  • Peter will approve requests with any amount and Olivia as a Requester.


Feel free to watch our video on this topic.