Create and manage approval groups

Configure your approval groups for an enhanced approval workflow in your KYC Collection requests. Approval groups are linked to the role(s) of a Counterparty to whom you are sending the request (find out more: Connect approval groups with Counterparty roles)

Create a new approval group

1. Go to Settings

2. Go to Approval Groups

3. Click on Create

4. Enter the name of the new approval group

5. Click Create

Add users to the approval group

1. Go to Settings

2. Go to Approval Groups

3. Click on the approval group you would like to add a new user to

4. Under Approvers, click on +Add

5. Select the platform user who should be added to the group. Cannot find the user? Find out how to invite a new user to the platform here: Invite users to Avallone

Open

Add a new member to an approval group

Need more help?

Contact us on support@avallone.io and we will get in contact with you as fast as possible.