Only account admins can perform this task.
You can edit, delete, archive, and unarchive travel approval processes at any time.
The number of active travel approval processes you can use depends on your plan. You can have as many archived approval processes as you like.
Editing or deleting an approval process won’t affect existing trips and requests. The original approvers can still approve all pending trip requests.
For more information, see Understanding travel approval processes.
Edit an approval process
- Go to Settings > Travel management > Travel approvals.
- Search for the approval process you want to archive and click the three dots.
- Click Edit.
- Make the changes and click Save changes.
Archive an approval process
- Go to Settings > Travel management > Travel approvals.
- Search for the approval process you want to archive and click the three dots.
- Select Archive.
Note: You can see a list of your archived approval processes in the Archived tab on the travel approvals page.
Unarchive an approval process
- Go to Settings > Travel management > Travel approvals.
- Select the Archived tab.
- Search for the approval process you want to unarchive and click the three dots.
- Select Unarchive.
Delete an approval process
- Go to Settings > Travel management > Travel approvals.
- Search for the approval process you want to archive and click the three dots.
- Select Delete.