---
title: Configure Approval Flows | Roll Credits Help Center
description: Guides
---

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# Configure Approval Flows | Roll Credits Help Center

### Configure Approval Flows

Assign levels to various user to streamline the approval process.

 Written by Chase Gladish 

October 23, 2024

### **How to Configure Approval Flows**

*The Configure page allows you to update Approval Flows and assign levels to various users to streamline the approval process.*

- Go to Approvals tab and click on “Configure”

    - [https://app.rollcredits.io/approvals/configure](https://app.rollcredits.io/approvals/configure)

Go to Approvals tab and click on “Configure”

[https://app.rollcredits.io/approvals/configure](https://app.rollcredits.io/approvals/configure)

[https://app.rollcredits.io/approvals/configure](https://app.rollcredits.io/approvals/configure)

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXdQ4IW_OoVEkFNQ0h0EMBSqx1_o0-0i6BJK4Ap4CM3pAu5HubLBjh3ztsNC5cPAToXGVC6ufdjkxY1qSCytsvRS-9uRH84xKwZ997AqdrvDqXY-sP_DnfrOdqFSAzvkvtNrH3kbuVA-HChP7.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226604509/0981df41eb3b260173da3a373353/AD_4nXdQ4IW_OoVEkFNQ0h0EMBSqx1_o0-0i6BJK4Ap4CM3pAu5HubLBjh3ztsNC5cPAToXGVC6ufdjkxY1qSCytsvRS-9uRH84xKwZ997AqdrvDqXY-sP_DnfrOdqFSAzvkvtNrH3kbuVA-HChP7gO1BJmBhDmX?expires=1783358100&signature=a1e5377d94587b8f89fcbde23173e39d3d507c92091e958295c759f88dbc3199&req=dSIlEM9%2BmYRfUPMW1HO4zdOhqjUBTZcy9Zlpmr125qu%2FjLpDoXCD4VfEWRWe%0ADzcEmv79J3aa%2FTY4d50%3D%0A)

- Next you can create and modify levels of approvals between users for all transactions under Invoices, Receipts, and Estimates.

    - Note: Each type of transaction can have different approval configurations and you will need to assign each one separately.
- To assign levels, drag and drop users' names from the “Uploaders” section to an assigned level to customize your own document approval chain. When a user uploads a document, it will require approvals from a user at each level in the chain.

Next you can create and modify levels of approvals between users for all transactions under Invoices, Receipts, and Estimates.

Note: Each type of transaction can have different approval configurations and you will need to assign each one separately.

Note: Each type of transaction can have different approval configurations and you will need to assign each one separately.

To assign levels, drag and drop users' names from the “Uploaders” section to an assigned level to customize your own document approval chain. When a user uploads a document, it will require approvals from a user at each level in the chain. 

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXcqPnAasOMcoYlLWWAezQ5zs7HjtEHFoUjwcXSh6UufpV8leyOPtEiyToxwVD1GraIN0vobVEA3qAzfE1c4cfVTFyGKsgQcaKZlQM_IRwoJLri9DRBGZEVNesv3EfEXRNV6vZ6njPYqktNOf.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226604513/ae59bdf13f566a6633ab2d3c5897/AD_4nXcqPnAasOMcoYlLWWAezQ5zs7HjtEHFoUjwcXSh6UufpV8leyOPtEiyToxwVD1GraIN0vobVEA3qAzfE1c4cfVTFyGKsgQcaKZlQM_IRwoJLri9DRBGZEVNesv3EfEXRNV6vZ6njPYqktNOf27Bk7V8R5I?expires=1783358100&signature=4ceb4a31eda987d1ee982bfc0bd1338850d15956bbd8e2a5d395958252916920&req=dSIlEM9%2BmYReWvMW1HO4zQdY8%2FEdZIXoNzGrDCpB04I%2BpZiUsve9LMadgdaK%0AdB2drntA7kR0bBZ8M7c%3D%0A)<https://47441426.hs-sites-na2.com/how-to-upload-receipts-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/card-holder-guide-setup-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/approvals-faq-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/purchase-orders-pos-faq-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/transactions-table-faq-roll-credits-help-center?hsLang=en>

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