Settings - Approval Types

Overview

An “Approval Type” is a category of approval that can be assigned to any app after it is created.

This page allows you to create, view, edit and delete approvals, which can then be assigned to apps.

Model/Page Connections

Approval Types

Create

• A user can create a new Approval Type using the “Create Approval Type” button in the top right of the screen.

Edit

• A user can edit the Approval Type by clicking 'Edit' within the three dot dropdown of an Approval Type.
• When editing an Approval Type, a user can change the name of the Approval Type.
• When editing an Approval Type, a user can specify which users should be Default Approvers. When any new app is created, that Approval Type will be automatically enabled and those users will be automatically assigned as approvers.

View

• A user can view all Approval Types on the list in the middle of the screen

Delete

• A user can delete the Approval type by clicking the “trash” icon in the list of Approval Types on the right of the screen. An Approval Type can only be deleted if it is not reference in any apps.

Pages

This page can be accessed from:

• Settings: Account

User Permissions

A user with “create” permissions for approvals can view, edit, create and delete approval types.

Tests

Requirements