Approvals
For admins
When a role template sets an area to IT Manager Approval, a member’s new item, change or deletion in that area doesn’t happen straight away. It becomes a request, and someone who can approve decides it in Admin → Approvals. Use it where you want a second pair of eyes, such as new connectors that can reach company data.
Before you begin
Section titled “Before you begin”- To decide requests, your role template needs approvals. The Owner always has it.
- Requests go to the member’s IT Manager, set on their row in Members. The IT manager needs approvals in their own role template to decide them.
- A member with no IT manager has their requests shared with everyone who can approve.
- Which areas ask for approval is set per role template. See Role templates.
What can need approval
Section titled “What can need approval”| Type | Comes from |
|---|---|
| Skill, Plugin, Knowledge Base | Personalization |
| Connector | Connectors |
| Agent | Build your own agent |
| Web search | Web search tools |
| Content template, Action template | Templates |
| API key, AI subscription | A member’s own AI providers |
| Elf | Create an elf |
A request can be to add something new, to change it or to delete it. Changes and deletions are marked Edit or Delete in the inbox, so you can tell them apart from new items.
How a request reaches you
Section titled “How a request reaches you”- The member adds, changes or deletes something in an area set to IT Manager Approval.
- Their item shows Pending in their list, and they’re told the request was sent and who it went to.
- Their IT manager gets an Approval needed notification. Requests from members without an IT manager wait in the inbox of everyone who can approve.
Review a request
Section titled “Review a request”-
Select Admin in the rail, then Approvals.
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On the Inbox tab, find the request. Each row shows the Requester, the Request, its Type and when it was Requested.
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Select the info button on its row to open the request.
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Read its description. To see the whole thing, select View full info, which opens a preview in a new tab.
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Optionally write a Note, such as your reason. The member sees it with your decision.
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Select Approve, or select Reject and then Confirm reject.
What your decision does:
| Request | Approve | Reject |
|---|---|---|
| New item | It goes live for the member. | It isn’t added. |
| Edit | The change is applied. | The change is discarded and the item stays as it was. |
| Delete | The item is removed. | The item stays in place. |
What the member sees
Section titled “What the member sees”The member gets a notification either way: Request approved says the item is live now, and Request declined points them to your note. A declined new item shows Rejected in their list. If they change it and send it again, it shows Pending while you decide.
Members whose role template includes approvals also have a My requests tab, listing everything they asked for with its Status, who it was Decided by and the Note.