Define an approval group

task brazil Updated Sep 10, 2026 1 min read create-approval-groups.md
Raw file servicenow.com

Define the approval group, such as a contract or finance group, and the associated approval rule that they review during the approval process.

Before you begin

Define the approval rule associated with this approval group.

Groups are set up in the Group [sys_user] table. For more information on creating groups, see Create a user group.

Role required: sn_adv_appr_mgmt.approval_rule_admin, sn_adv_appr_mgmt.approval_rule_writer

Procedure

  1. Navigate to Workspaces > CRM Workspace.

  2. Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.

  3. Navigate to Advanced Approvals > Approval Groups.

  4. Select New.

  5. In the Approval rule field, select the approval rule associated with the approver.

  6. In the Group field, select the group who approves the approval step controlled by the selected approval rule.

    Note: The members of the group must have the sn_adv_appr_mgmt.approval_request_approver role assigned to them.

  7. Select Save.

Search documentation
Search document titles and file paths on the brazil branch