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How-to: Add category and tag approvers

Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,391 Expensify Team

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:

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

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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