How to Add Approvers in Hashio's Procurement Module

How to Add Approvers in Hashio's Procurement Module

1. Access the Procurement Module 0:00

• Open Hashio application.

• Locate the procurement module on the left-hand side.

• Click on 'Procurement'.

2. Navigate to Approvers Tab 0:12

• At the top of the procurement module, click on the 'Approvers' tab.

• This will display a list of current approvers for your purchase orders.

3. Review Current Approvers 0:21

• Check the list of approvers.

• Note that there may be a default approver already set.

4. Remove an Existing Approver (if necessary) 0:29

• To remove an approver, click the trashcan button next to their name.

• A confirmation prompt will appear to prevent accidental removals.

5. Add a New Approver 0:42

• Click on 'Add Approver to All Purchase Orders'.

• Select a team member from the list who is not yet an approver.

6. Set Default Approver (if desired) 0:52

• If you want the selected team member to be a default approver, ensure you click the option to add them as such.

• Default approvers will automatically be added to future purchase orders.

7. Add Regular Approver (if needed) 1:03

• If you do not want to set them as a default approver, simply add them as a regular approver for specific purchase orders.

8. Confirm Removal of Approver 1:11

• If you choose to remove an approver, confirm the action when prompted.

9. Completion 1:19

• You have successfully added or removed approvers in the procurement module.

Link to Loom

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