Approveit Guide: Organizational structure
To set up organizational structure structure:
1. Left sidebar âž Team
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2. You can import the organizational structure to Approveit
1. Press Export to get he organizational structure template in a .csv format
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2. Use the template to fill/create/edit the organizational structure in a .csv format
3. Import your organizational structure back
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3. You can create your organizational structure right in Approveit
💡 Just start typing a department / location / job title to create a new category.
💡 Job title is available for selection when department or location is already chosen:
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4. When you are done with filling all the fields, click ‘SAVE’:
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To set approvers from the organizational structure for the workflow:
1. First thing you have to select a department from the dropdown. Then select a job title from the dropdown list (you will see only the job titles that match the chosen department)
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2. If you select only the department and leave the job title section empty, then all employees in a specified department will be set as approvers
Any questions? Contact us right away!