Administrators can designate a Primary Group for an employee, thereby applying any approval process and policy settings for that group to the employee in question. Once a Primary Group has been set for an employee, any travel bookings or expense reports submitted by that employee will automatically inherit the approval process (and approvers), along with the policy settings for that group. Employees will no longer be able to select arbitrary approvers, and the policy settings applicable will be per those applicable to the group.
How do I designate a Primary Group for an employee?
Company Owners and Admins can designate a Primary Group for any employee by following these steps:
Click Sign in on the WegoPro homepage and select your company (You can directly sign in using your company's WegoPro URL as well).
Go to Company settings and select Users
Search for the employee in question and click on them to bring up the Edit user modal
Scroll through the list of Groups this employee is a member of by clicking inside the box labelled Groups
As you scroll through the list of groups, notice the Set as primary link becomes visible for each group.
Click on the Set as primary link to designate the group as the primary group for this employee
Click Save to finish
Once a primary group is set for an employee, the travel or expense policy setup for the group will apply to the employee, along with the approval process and approvers whenever this employee submits a travel booking request or expense report.
✏️ Note: Primary Group settings (approvers, policies) can only be overridden at the employee level by Admins when they explicitly select an alternate set of approvers and/or a specific set of policies for that employee.