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Create approval groups

In this section:

Create an approval group

Anyone with people editor permissions can create a new approval group.

  1. Select the People page from the top navigation in Calendar.

  2. Select the Approval groups tab.

  3. Select New approval group in the top right.

  4. In the Group name section, enter a name for the new approval group.

  5. In the Members section, search for people and select their names from the list to add them as approval group members. Select the X next to someone's name to remove them from the list.

  6. Select Create to finish creating the approval group.

Important

Members are not notified when they're added or removed from an approval group.

Assign approval groups

Assign your approval groups to the rooms, resources, event request forms, or calendars they need to be in charge of.

Assign to rooms and resources

Room and resource creators can assign approval groups when creating new rooms and resources. You can assign multiple approval groups to any room or resource.

To assign approval groups to an existing room or resource:

  1. Select the Rooms or Resources page from the top navigation in Calendar.

  2. If you have multiple folders, select the folder containing the room or resource you'd like to assign.

  3. Select a room or resource from the list to open its settings page.

  4. In the Approval groups section, select Add approval group.

  5. Select an approval group from the list to assign it to this room or resource. To remove an approval group from a room/resource, select the X next to its name.

Assign to event request forms

Event administrators can assign approval groups to a form when they first create it. You can assign multiple approval groups to an event request form.

To edit a form's approval groups:

  1. Select the Forms page from the top navigation in Calendar.

  2. Select the form you'd like to edit.

  3. Select the Settings tab.

  4. Choose which approval groups should be assigned to this form:

    • Select Select approval groups and choose an approval group from the list or to search for an approval group by name.

    • Select the X next to an approval group to unassign it from this form.

Assign to a calendar

You can choose whether to require event approvals for any calendar in your organization. When this setting is toggled on, you can assign multiple approval groups to a calendar. 

Go to the Require event approvals article to learn how you can toggle this setting and assign approval groups to a calendar.

Manage approval groups

Edit an approval group

Anyone with people editor permissions can rename or edit your organization's approval groups.

  1. Select the People page from the top navigation in Calendar.

  2. Select the Approval groups tab to view your existing approval groups.

  3. To rename an approval group, select the ✏️ edit icon next to an approval group's name.

  4. Select the arrows next to an approval group's Members, Rooms, Resources, Forms, or Calendars sections to expand and edit them.

    Important

    You can only assign approval groups to event request forms and specific calendars on the form or calendar's settings page.

    • Select Add [member/room/resource] in the corresponding sections to add new members, rooms, or resources to an approval group.

    • To remove a member, room, or resource from an approval group, hover over it and select the red X that appears.

Delete an approval group

If you no longer need an approval group, you can delete it from your organization.

Warning

  • You cannot recover an approval group once it's been deleted.

  • Approval groups that are assigned to an event request form cannot be deleted until they're unassigned from the form.

  1. Select the People page from the top navigation in Calendar.

  2. Select the Approval groups tab to view your existing approval groups.

  3. Select Delete in the top right corner of an approval group.

  4. Type "DELETE" in the pop-up to confirm deletion.

  5. Select Yes, delete this approval group to permanently remove it from your organization.