> ## Documentation Index
> Fetch the complete documentation index at: https://help.gorelo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create an approval workflow

> Set up approval workflows in Gorelo using Contact Tags marked as approvers so clients can approve purchases, access requests, and other ticket actions.

<iframe src="https://www.youtube.com/embed/SHdzDlPuIfg" title="YouTube video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

Approvals are used when you need to reach out to a contact and have them approve something (for example, a new laptop purchase or access to a specific SharePoint site).

Individual contacts at each client can be designated as an approver by assigning them a Contact Tag that has been ***marked as an approver***.

## Create an *Approver* tag

1. Navigate to Settings > [**Tags**](https://app.gorelo.io/Admin/admin-settings#tagmanagementsettings) > Contact Tags.
2. Create a **Contact Tag** (down the bottom).
   * **Name**: this is the name of the tag (for example, ‘✅Special’).
   * **Mark as Approver**: this is where you will configure it as an Approver tag, tick this box.
   * **Description**: this is where you can describe the tag in more detail. It’s internal and only visible here.
     <Frame>
       <img src="https://mintcdn.com/gorelo/-08AVeketlxHYdNN/images/image-35.png?fit=max&auto=format&n=-08AVeketlxHYdNN&q=85&s=700640518ae6e0b1c1b9a6f7b97f517e" alt="Image" width="672" height="500" data-path="images/image-35.png" />
     </Frame>

## Designate a contact as an approver

1. Navigate to the **[Contact list](https://app-preview.gorelo.io/CRM/contact-list).**
2. Click the Contact you wish to designate as an Approver.
3. From the **Contact Tags** dropdown, select the newly created ‘✅Special’ tag.
4. In the **Description** field, describe anything extra related to what they can/can’t approve (or leave blank), e.g., *can only approve Engineering related requests.*
   <Frame>
     <img src="https://mintcdn.com/gorelo/-08AVeketlxHYdNN/images/image-38.png?fit=max&auto=format&n=-08AVeketlxHYdNN&q=85&s=34d367fadb5f1843fb00ef0bb9de2dd5" alt="Image" width="1249" height="801" data-path="images/image-38.png" />
   </Frame>
5. Click **Update**.

## Start the approval flow

1. Create or navigate to an existing ticket (make sure the client has at least one contact with an Approver tag).
2. Click the **+** button in the timeline tab and add an **Approval**.
   <Frame>
     <img src="https://mintcdn.com/gorelo/-08AVeketlxHYdNN/images/image-39.png?fit=max&auto=format&n=-08AVeketlxHYdNN&q=85&s=5d1df7f076a0dc4f16b5ae589d1a4bc8" alt="Image" width="709" height="360" data-path="images/image-39.png" />
   </Frame>
3. Select one or multiple contacts that you’d like to email.
4. Type the approval comment.
5. Click **Submit** to send the email.

<Tip>
  The selected Contacts will receive an email with the comment you typed and **YES/NO** buttons to approve or deny the approval request.
</Tip>
