Creating Approver User Groups in SmartOffice, a Step-by-Step Guide

Note: Only users with admin access can create and edit User Groups.

1. Open the Settings Panel

From any page within SmartOffice, click the settings cog icon located in the top-right corner of the screen.

2. Go to Company Settings

From the dropdown list that appears, select ‘Company Settings’.

3. Navigate to User Groups

In the left-hand menu under Global Settings, click on ‘User Groups’.

Click on 'Create User Group'

From here, Name the User Group and add users

Approver Configuration Note

• You can assign a User Group as approvers in the Supplier Settings.
• If individual users are also added as approvers separately (outside the User Group), they will still receive approval requests in addition to the group members.