How-to: Add category and tag approvers

Sheena Trepanier
Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,364 Expensify Team
in How-to Docs

To add a category approver in your policy:

  1. Navigate to Settings > Policies > Group > [Policy Name] > Categories
  2. Click "Edit Settings" next to the category that requires the additional approver
  3. Select an approver and Save

Here's where to go on the Categories page:

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And here's what you'll see in the "Edit Rules" dialog:

image.png

How do I add a tag approver in my policy?

To add a tag approver in your policy:

  1. Navigate to Settings > Policies > Group > [Policy Name] > Tags
  2. Click in the "Approver" column next to the tag that requires an additional approver
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