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Open approval policy settings

Use Approval policies under COMPANY to manage how work is routed for the selected company.

Who can do this​

You need company:approvals:view to open the page and company:approvals:manage to change policies.

Find the right policy tab​

  1. Use the company switcher to select the company you want to manage.
  2. Select Settings in the main navigation.
  3. Under COMPANY, select Approval policies.
  4. Choose the tab for the work you want to route.

The first two tab names follow your company's configured record name. For example, a company that calls its records invoices may see invoice approval and invoice review tabs. The remaining tabs are Email review and Fallback approver.

Create a policy​

  1. Open the policy tab you need.
  2. Select Create policy in the upper-right corner.
  3. Complete the policy editor for that type of work.

For a step-by-step record approval example, see Create an approval policy.

What you should see​

Each tab shows only the policies for that routing type. The available fields follow the selected policy type and your company's schema.

If something goes wrong​

  • If Approval policies is missing, you do not have permission to view company policies.
  • If Create policy is missing, you can view policies but cannot manage them.
  • If you do not recognize the first two tab names, check the record name configured for the selected company.

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