Approval Board

Overview

The Approval Board section in User Management settings allows you to manage specific individuals or teams responsible for reviewing and approving the actions before they are finalized.

Key Features

• Defining approvers enables you to create single or multi-stage workflows with designated approvers.
• Setting up approvers ensures automated alerts for pending approvals.
• Using approvers allows you to delegate alternates and apply rule-based criteria.

How to Add an Approval Board?

You can add an approval board to designate specific individuals or teams responsible for reviewing and approving the actions before they are finalized.

Navigate to Settings > User Management > Approval Board.

The Approval Board page is displayed.

Click the New Board icon. The New Approval Board page is displayed.

Note: All the fields marked with an asterisk (*) are mandatory.

Enter the name of the approval board in the Name field and select the members to designate the approval responsibility from the Members dropdown list. Then, click Save.

The approval board is added successfully.

Note: The Edit, Copy, and Delete icons appear when you hover over a team. Click the corresponding icon in the desired team row to update, duplicate, or delete, and confirm your action.