Set up approvals

Decide who approves reports, and what skips approval.

Available on: Pro and up

  1. Open Settings, Approvals.
  2. Add a step: their manager, a named person, or anyone in a role. If someone has no manager, the step falls to the workspace owner.
  3. Add an amount under Only over if a step applies only to larger reports.
  4. Set Approve automatically at or under to skip a person for small clean reports. A clean report has no findings, flags or holds. Leave it empty to approve every report by hand.

Steps at one level are any-of: one approver is enough. Business adds more levels, which go in order, and separate workflows for some people. Random audit, on the same page, sends a share of clean reports to a person even when they qualify for automatic approval.

Open approvals settings

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