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How to Set Up Policy Approvers and Reviewers on the Platform

In order to set up Approval Roles, you first need to access User>Approval Roles:


  • Next, tick which users you would like to be 'Approvers' or 'Reviewers'.  (Note: Users cannot be both.)


  • Once a user has been made an Approver or Reviewer, they will then appear in the 'Policy Creation>Approval' section for selection:



Further useful information can be found in the following article: How to Send a Policy for Approval