Set Approval Triggers
Overview
The document outlines the approval process and explains how it can be configured for the organizations you manage.
Set Up the Bulk Approval Process
👤 Broker: Global Admin, Global Support Admin, Key Account Manager
Log in to Cloudmore.
Navigate to Manage Organizations > Approvals
Select the Roles that can approve the requests and click on Save.
Under the Default Approval Request Triggers section, click on Active to enable the approval process.
Triggering actions - Select the actions for which the approval process would be triggered.
Trigger threshold - Can configure the price per subscription above which the approval process is triggered.
Additional actions - Check this if you want to default approval process settings to override the current approval triggers for all Organizations.
Set Up the Approval Process Individually
👤 Broker: Global Admin, Global Support Admin, Key Account Manager
Log in to Cloudmore.
Navigate to Manage Organizations > Approvals
Under the Approval Process for Each Organization section, select the organization you wish to enable the approval process for and click on Actions > Edit.
Enable the approval process by clicking on Active, and then select the events for which the approval process has to be triggered. In addition, you can configure the price per subscription above which the approval process is triggered. Then, click on Update.
