DOKKA

Basic Approver Groups

With this option, you can create fixed groups of approvers that users can easily select when initiating an approval process — saving them the need to manually add each approver individually.

Defining Approvers in Advance

For each company in Dokka, you must first define which users are authorized to act as approvers.
To do so, navigate to:

Grey user icon in the top-right corner > Settings > Approvals > "Approvers List"

⚠ Note: You can only add existing users to the approver list. If the user hasn’t been created yet, follow this guide to create them first.

Creating Basic Approver Groups

To create a group, go to:


Company Settings > Approval Flow > Basic Approver Group > Create Group

In the opened window, select the desired group name and then choose the relevant approvers.

The order in which approvers are selected determines the approval sequence. Therefore, approvers should be added in the desired order before clicking "Save".

To create additional approver groups, click on the "+ Create Group" button on the right side of the screen.

When activating an approver group, navigate to the desired document or the vendor-based approvals in the company's settings, and select the relevant approver group from the list.

⚠ Note: The order of approvers determines the sequence of approval.
This means that the second approver cannot approve the document until the first approver has done so.