How do I add an Associated User to an Offers Approval Chain?

Navigate to Settings to open the settings page.
Click on Approval Chains. This will take you to the approval chains configuration page.
Find the approval chain you want to update and click Edit next to it.
In the approval chain setup, look for the Associated Users section.

Select the user you wish to add from the dropdown list. This user will now be associated with this approval chain.
After adding the user, click Save to apply the changes.

How It Works

- The associated user will receive an email notification whenever an offer attached to this approval chain is approved.
- They will not be required to approve the offer themselves; they are only there to be notified.

This guide walks you through adding an Associated User to an approval chain in Pequity so they’ll get notified whenever an offer is approved—without needing to approve it themselves.