In this video, I’m going to explain how Master Approvers work and how to configure them in your organization settings. Master Approvers control the approval workflows for Purchase Orders, ETCs, and Overages.

To begin, go to Settings and scroll down to the Approvers section. And click on Add Approver.

Here, you can define who has the approval authority. Note that only users with administrative permissions can modify these settings.

A Master Approver is a user who has the authority to approve transactions at the organization level. They can approve transactions across all projects, regardless of specific project-level assignments. This is typically used for roles such as Finance Managers, CFOs, and Executive Producers.

Select a Member from the list. Next, select the Types of approvals they handle: PO, ETC, or Overage. You can assign one or multiple types. Click on Save to confirm.

Once set, when a PO or ETC is submitted, it will follow this approval chain before it becomes a committed cost. It is important to note that changes to Master Approvers apply to future approval requests; transactions already submitted will continue using the rules in place at the time of submission.