Adding an Approver (Including Assigning Drivers, Giving Approver Role to Driver/Administrator)

Modified on Mon, 7 Apr at 11:44 AM

An existing Administrator can provide Approver access to another user.


1. Edit User Roles:


  • If the user already has Company Administrator or Driver permissions, simply navigate to the user record and edit the user roles.





2. Add New Approver:


  • If the user does not have access to Mileage Expenses, navigate to the Users section on the left-hand menu, then Approvers, and select Add New Approver.


 


3. Assign Drivers:


  • Once created, you can edit the approver's allocated drivers by searching for the driver in the All Drivers list, moving them to the Assigned Drivers list, and saving the record.



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