Resolve - Creating Default Approvers

Setting up Default Approvers for specific or multiple meeting types. This process does not counteract manually adding approvers to the agenda/item.

1. Head to Site Settings > Approvals

2. Add a New Approval Template and name it what is best suited for that meeting type (or if you’re using the same approvers for multiple meeting types – name it something appropriate for multiple meeting types). Once named, select update.


3.  Select the brown icon next to your template name to edit/add your members.


4.  Select the green icon at the top right to add your new template members. Note – either select individual users (including department approver) or a committee. Add your approver and select update – repeat this process for each approver added. You can edit the order of everyone you add for ease of viewing.


5. One finalised, select  ßBACK TO SETTINGS to view.