How to set up policy 'approvers' and 'reviewers' on the platform

In order to set up approvers/reviewers, you should first access User > Approval Roles:

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

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

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Further useful information can be found in the following article:

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