Manage Approval Requests

Overview

This page gives an overview of how you can manage the approval requests triggered by your customers. It gives instructions on how to filter requests, which information is presented and how to Approve or Reject these requests.

Manage Requests

Filters for Manage Requests

1. Search: This allows to search for approval requests by individual customer, service or action.

2. Status: This allows to filter approval requests by specific statuses.

   1. New: A new approval request.

   2. Approved: The approval request was approved by the Broker.

   3. Rejected: The approval request was rejected by the Broker.

   4. Cancelled: The approval request was cancelled by the Organization that raised it.

1. To view and manage the approval requests, navigate to:
   Manage Organizations → Approvals → Manage Requests

   

2. When no filters are applied, the “New” approval requests always appear on top, allowing you to quickly see the items that need your decision.

3. Click on Details to review the request and take the necessary action. In addition, a comment or a decision reason can be added.

   

Triggering Approval Requests as an Organization

Approval requests are automatically created when an Organization Admin tries to perform an action that requires approval, and the cost goes over the organization’s set threshold.

Pre-requisites

• The broker must have enabled the approval process for this Organization with the following settings:

  • Approval Process set to “Active” for this Organization

  • Organization Admin is selected to be part of the “Triggering users” group

  • Organization Admin performed an action that is part of the “Triggering actions”

  • Subscription total sales price value exceeds the “Trigger threshold”

Manage Approval Requests

👤 Organization: Organization Admin

1. Navigate to Organization > Approval Requests

   

2. Click on details to view the details of the approval request. As an organization admin, you can only cancel the request.