Approval requests

Create and manage approval workflows to protect campaigns from errors and unauthorized changes

Enterprise feature: Approval requests are available on Enterprise plans upon request. Contact your Voucherify account manager to enable this feature.

Approval requests help you protect campaigns from internal errors or fraud. When approval policies are enabled, selected changes must be reviewed and approved before they are applied in the system.

How approval requests work

Approval workflows are enabled through custom user roles with limitations. When a user with such a role performs a restricted action, Voucherify creates an approval request instead of applying the change immediately.

The approval logic is as follows:

• You can assign up to 5 approvers to a single request.
• Approval is granted as soon as one approver approves the request.
• Until approval, changes remain inactive in the system.

Supported actions

You can require approval for the following actions:

• Campaigns:
  • Creating campaigns
  • Updating campaigns
• Vouchers:
  • Adding vouchers to existing campaigns
  • Updating vouchers
  • Creating standalone (generic) vouchers
• Validation rules:
  • Creating or updating validation rules

Changes are applied only after the request is approved.

Create behavior

When a restricted user creates a new object (for example, a campaign or voucher):

• The object is not visible in the dashboard lists.
• The proposed object appears only in the Approval requests view for approvers.
• The object is created in the system only after the request is approved.

Update behavior

When a restricted user modifies an existing object (for example, a campaign, voucher, or validation rule):

• The current object remains unchanged in the system.
• The proposed changes are stored as an approval request.
• After an approver approves the request, the changes are applied.

Approval request statuses

Each request has a clear status that shows its current state:

• Pending: Waiting for an approver’s action
• Approved: Approved and applied in the system
• Changes requested: The approver asked for updates before approval
• Rejected: The request was declined and will not be applied
• Draft: The request was started but not submitted

You can always check the status in the Approval requests view.

Where to find approval requests

To open approval requests in the dashboard, access the left sidebar, click your user name, and click Approval requests

Both requesters and approvers use this view to manage requests.

How to create an approval request

If your role requires approval, Voucherify automatically opens the approval flow when you try to save a restricted change.

1. Start a restricted action

   Begin an action that requires approval, such as creating a campaign or editing a validation rule.

2. Configure the change

   Complete the configuration in the creation or editing wizard as usual.

3. Add approvers

   In the final step of the wizard, click Add approvers and select one or more Admin users who can approve the request.

4. Add a comment

   Use the Comment field to explain the purpose of the change.

5. Submit the request

   Click Save. The request is sent for approval and marked as Pending.

Managing requests (requester view)

After submitting a request, you can track it in Approval requests.

For each request, you can:

• Details: view request information
• Delete: remove the request
• View wizard: return to the editor for complex requests and make changes

If an approver requests changes, you receive an email notification. You can edit the request and submit it again.

Reviewing requests (approver view)

Approvers see pending requests in Approval requests.

Simple operations

For quick changes:

1. Select Details to see the request.
2. Add a comment.
3. Click Approve or Reject.

Complex operations

For larger changes:

1. Click View Wizard to review all settings the requester has chosen.
2. For some requests, you may also see an Open dialog button.
   This opens the original action dialog in read-only mode, so you can review all configuration details before making a decision.
3. After reviewing the steps, add a comment.
4. Choose one of the following:

• Approve: applies the changes to the system immediately.
• Request changes: sends the request back to the requester for edits.
• Reject: cancels the request. The proposed changes are discarded and the object remains unchanged. If the request was for a new object (for example, a campaign), it is not created.

Notifications

You can control how you receive updates about approval requests.

To configure notifications:

1. Open Notification center
2. Go to Personal settings
3. Find Approval requests changed
4. Enable or disable In-app or Email notifications

Approvers receive notifications for new requests. Requesters receive notifications when the status of their request changes.

Related features

Approval requests depend also on the following features.

Team settings

Team settings define who can manage roles and approvals. Only Account Owners can configure role limitations that trigger approval requests.