Approve Requests

With approvals, intake requests are automatically routed to approvers based on request data, such as location, budget,or role. By automating this process, you ensure that each request is reviewed and approved according to predefined rules, maintaining compliance and efficient workflow management.

How do approvals work?

First, for your company, you will set up one or more automation rules that define when requests need to be routed to approvers (e.g., before submitting). Each rule is also based on request data, such as location, budget, or role.

After setting up the rules, any new requests that match the rule criteria will be routed to first defined approver. The request will continue through the list of approvers, ensuring all necessary approvals are obtained before the request goes to the next step in the process.

Learn More

Set up approvals (Admin)Manage approvals (requesters)Approve a request (Approvers)