Creating a Team for Approval Workflows

In Corpay Complete, Teams play a crucial role in approval workflows by allowing you to add a group of users to an approval step. This feature is particularly useful for processes that require multiple levels of approval or when specific teams are responsible for certain types of approvals.

This article describes how to create a Team that can be used in approval workflows.

Note: Refer to Creating a User or Team Approval Workflow to learn more about configuring approval workflows.

1. Log in to Corpay Complete.
2. Select the Users module from the left-side navigation pane.

3. Click the Teams tab on the Users page.

4. Click + Add.

5. Complete the following steps on the Add Team dialog:
1. Key in the team name in the Name field.
2. Key in a team description in the Description field.
3. Click Submit.

6. Use the filter fields to locate the new Team in the Teams grid.

   Note: Click the Toggle Filter icon to display the filter fields.

7. Click the Edit  icon in the Action column.

8. On the Team: [Team Name] dialog, select team members from the Members drop-down and click Done.

9. The team members will be added to the Team, and the Team will be available for selection on the Approval Workflows page.