Set up a default approval process

Default approval processes apply to everyone in your company. 

If someone is assigned to multiple approval processes, the most restrictive process is applied. Manually created processes are considered the most restrictive, followed by automated processes and then default.

If there are no approval processes assigned to someone, no approval is required to book trips and make changes.

For information about other types of approval processes, see Set up an approval process and Understanding approval processes.

To set up a default approval process, follow these steps:

1. Go to Account settings
2. Under Travel management, select Approval processes
3. Click New approval process
   
4. Give the approval process a name and select the account that the process is for
   
   
   
   
5. Under Is approval needed when booking?, select Yes
   
6. Under Who should approve their trips?, click select approver and type or select the approver
7. Click select setting and choose which types of bookings require approval. In-policy and out-of-policy rules depend on your travel policies. 
   
8. If you want to request approval for specific cost centers, hover over select setting, click + when and select the cost center
   
   
   
   
9. Under Approvals for changes to booked trips, select one of the options or set up your own rules
10. Click Create approval process