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Creating and Managing Approval Flows for Events
Creating and Managing Approval Flows for Events
Updated over 4 months ago

This guide provides step-by-step instructions on how to create and manage approval flows for events. By following these steps, users can easily navigate through the process of setting up area owners, adding additional approval levels, selecting users and locations, and updating the settings. This guide is essential for anyone who needs to streamline the approval process for events.




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2. Click on your name in the bottom left corner to access Global Settings.

3. Click "Global Settings"

4. Click "Events"

5. Select the Calendar you wish to create or manage approval flows for.

6. Select a user under "Default Owner Assigned" to set up one approver for any event request.

7. Or click "Create Area Owners" to create an approval flow based on locations.

8. A box will appear allowing you to add one approver or several approvers based on a specific Site and Location(s)

9. Click "Add Additional Approval Level"

10. Click "Select a user" and add your first level approver from the drop down menu.

11. Next select your final approver. You can add as many approval levels as you would like. Each approver has to approve before the next one can approve.

12. Select the Account for which you are setting the approvals for.

13. Select one or multiple Locations from the selected Account to set approvals for.

14. You will see each location listed and can remove any selections made in error by clicking the trash icon in red.

15. Once you are done, Click "Update"

16. Click this icon to leave after updating.

17. After approval levels have been established you can select the pencil icon and make changes at any time.

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