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Add Global Members to Approval Steps

This guide explains how to assign specific users to an approval step when the same individuals are responsible for completing that step every time. Assigning global users ensures consistency across all projects using the template.

When to Add Global Members to Approval Steps​

You should add global members when:

  • The approver for a given step is always the same person or group.
  • You want to avoid assigning placeholders or dynamic roles.
  • You need to streamline the configuration process with known, fixed participants.
Permissions Required

Only users with permission to edit Project Templates in the Configuration section can add global members. This is typically granted to administrators.

To Add Global Members to a Steps​

  1. Click the + Add Global User button.
    Add Global Members to a Steps
  2. In the input field, type the global user’s name or email.
    Note
    You can add multiple users by typing more names or emails and clicking to select them one by one.
  3. Click the Add Users button to confirm your selection.
    Add Global Members to a Steps 1

Once added, the selected users will be permanently assigned to that approval step in every project created from this template.

See Also​

To complement your knowledge of this process, feel free to check the following pages: