This determines who must approve certain changes.
This is important as without approvals, anyone can give away permissions.
With approvals:
Go to: Setup→Approval Settings
| Change | Default Approvers |
|---|---|
| (New) Company Group | e.g. 1 |
| (New) Permission Set Group | e.g. 1 |
| (New) Organization Role | e.g. 1 |
| Authorization Requests (assign organization roles) | e.g. 1 or 2 |
Example:
Click: ‘Save & Close’
Go to: Setup→Approvers
Click: 'New'
Select the person who can approve.
Check the type of approval:
Example:
Click: ‘Save & Close’
Example:
Go to: Setup→Approval Groups
Click: ‘New’
Enter:
Click: "Save & Edit'
Fasttab “Users”: Add managers (approvers)
Fasttab “Organization Roles”: Specify which organization roles this group approves
Click: ‘Save & Close’
Last reviewed: October 2026.