DOKKA

Advanced Approver Groups

This option enables the creation of different approval levels and allows adjustments to the approval process based on amounts, including parallel approval rounds for multiple parties.

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 Advanced Approver Groups

To set up this option, go to company settings and navigate to "Approvals" > "Advanced Approver Group" > "Create Group".

Upon clicking "Create Group," a window opens where custom groups can be created as follows:

Approval Level Column - Select the approver group to which documents will be sent.

Minimum Amount Column - Define the minimum amount required for the document to be sent for approval to the designated approver group.

Minimum Approvers Column - Specify whether all defined approvers in the row must approve the document or if partial approval is sufficient.

Sequential/Parallel Column - Choose whether the approval round is sequential (each approver receives the document only after the previous one approves) or parallel (the document is sent simultaneously to all approvers in the group).

⚠ Note: Multiple approval levels can be defined (as shown in the screenshot), so additional approvers are included in the approval round based on the actual document amount.