Creating your Approvals Sequence

Define your approvals workflow to ensure key stakeholders approve events

Setting up your approval workflows

New approval sequences can be added in your settings. (Only the account administrator can update these settings). You can create as many approval sequences as you like, Approval sequences are assigned a name and description. This name can be used to determine what sequence is relevant when a user is going out for approval. For example, the sequence can be named Contracts over $100k in value. 

Each approval step is classified by:

• Index: The order in which this approval needs to be completed. For example, 1  will always be sent first, then 2, once 1  has been approved.
• Approval Type: Label associated with that step.
• Users: List of users within each bucket that can be assigned to this step. In order to be assigned as an approver, the user must be assigned the approver role
• Optional: An indication of whether that step is mandatory or not. If not mandatory, the requester can choose if they want to include this step.