User Groups & Permissions Made Easy.
Stop chasing approvals because invoices landed in the wrong inbox. When permissions and routing are set up right, invoices flow to the correct approver the first time, every time. You can ensure there is even automatic backup coverage when someone is out of the office or unavailable. The right structure eliminates approval delays and keeps your process moving.
Join us for a 15-minute session that demystifies user groups and permissions in onPhase, showing you how to build a framework that routes invoices accurately and handles coverage seamlessly.
What you'll gain:
🎯 Accurate routing - Configure permissions so invoices reach the right approver the first time, no manual intervention needed
👥 Automatic backup coverage - Set up secondary approvers to handle out-of-office situations and prevent bottlenecks
🔐 Permission clarity - Understand how user groups and roles work together to control access across the platform
⚙️ Efficient setup - Learn how to structure groups that make onboarding new users quick and consistent
We'll walk through real examples of approval routing structures, show you how to configure backup approvers for seamless coverage, and reveal best practices that eliminate delays while maintaining control. If you're ready to end the approval chase and build a workflow that runs itself, this session gives you the blueprint to make it happen.
