Approvals and contacts tags
Written By Mikel from Gorelo
Last updated 3 months ago
Approvals are used when you need to reach out to a Contact and have them approve something E.g 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 approver.
Create an Approver tag
Navigate to Settings —> Tags —> Contact Tags
Create a Contact Tag (down the bottom)
Name: this is the name of the tag E.g ‘✅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.
Designate a contact as an Approver
Navigate to the Contact list
Click the Contact you wish to designate as an Approver
From the Contact Tags dropdown, select the newly created ‘✅Special’ tag
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
Click Update
Initiate the Approval flow
Create or navigate to an existing ticket (make sure the Client has at least one Contact with an Approver tag).
Click the + button in the timelien tab and add an Approval
Select one or multiple Contacts that you’d like to email
Type the Approval comment
Click Submit to send the email
The selected Contacts will receive an email with the comment you typed and YES/NO buttons to Approve or Deny the approval request.