Handle approvals

Whenever someone requests your approval, you’ll receive a notification so you don’t miss it, and the request will also appear in the portal for easy access. This article explains how to review and manage your approval requests efficiently.

Find pending approvals

There are two ways to find requests waiting for your decision:

• From the homepage, check the Approvals widget to see if there are any requests pending your review.

• From the side navigation menu, go to Tickets and Requests and select the Approval Requests tab to view the full list.

The Approval Requests tab provides the most complete view of all requests assigned to you, including their status, due dates, and requester details.

Review and act on approvals

To approve or reject a request:

1. Click the request from either the Approvals widget or the Approval Requests tab.

2. Review the request details.

3. Click Approve Request or Reject Request to open the approval form.

4. In the form, add a comment explaining your decision. If needed, attach supporting files in the Attachments section.

5. Click Submit.

One-click approvals from email

In some organizations, approval notifications sent by email include a one-click approval option:

1. You’ll receive an email when a request requires your decision. The email may include Approve and Reject buttons.

2. Clicking one of these buttons processes your decision instantly, without logging into the portal.

If this option isn’t available, the email will contain a link that takes you directly to the request in the portal.