Creating Default Approvers Group

Overview

You can create an approvers group so that you do not have to manually enter approver names every time you create an assessment. There is no limit to the number of groups you can create; however, groups must be created based on their hierarchy in the chain of approvers.

⚠ Note: This is applicable only to users with admin role privileges.

Configuring the Default Approvers Group

1

From the left side of the page, hover the mouse over the Assessment Manager icon, and then select Admin (1).

2

Go to the Account Configurations tab, and then navigate to the Default Approvers Group section (2).

3

Click Create Approver Group (4), and then complete the following:

a)Enter a unique name for the group.

b)Select the members of the group.

c)Add a description. (Optional)

d)Click Save.

4

Select the approver group you created in the Tier 1 (3) field. This is the first set of approvers to approve or fail the assessment.

5

To add a second tier, create another approver group, then click Add New Tier (5) and select the new group in the Tier 2 field.

📋 Notes

›There is no limit to the number of chains or approval levels.

›Approvers in Tier 2 can only begin stamping their approval after all approvers in Tier 1 have approved or failed the assessment.

›One approver can exist in multiple tiers, but their approval is counted only once.

›The majority rule still applies in determining whether the assessment reaches the Approved or Failed state.

›When the condition for approval routing is met, current behavior still applies — the approval chain will not be implemented.

›For auto and cloned assessments, the approval chain of the parent assessment is copied when configured to copy parent approvers.

TrustArc  ·  Configuring the Default Approvers Group  ·  support.trustarc.com