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.
