Your workspace approvals workflow can be customized to include multiple steps/approvers, or turned off entirely. To manage your approvals workflow, click Settings in the left hand navigation, and then Preferences. On the preferences page, scroll down to the approvals workflow section and click 'Manage Approval Workflow':

On the approvals workflow page, you'll have the option to turn the approvals workflow on/off via the toggle in the top right hand corner. By default, the approvals workflow is turned on for all workspaces.

If the approval workflow is turned on, this means that when a deal is closed/won, it is required to be approved from the Approvals page before it will appear in Payouts to be scheduled for payment, or in Ledger to be recognized.

If the approval workflow is turned off, this means that when a deal is closed/won, it will automatically appear in Payouts to be scheduled for payment, or in Ledger to be recognized.

All workspaces are defaulted to the basic approvals workflow. This means there is a single step in the approval process in which either an admin or a team manager (with full permissions) can approve earnings.

To create a custom approvals workflow with multiple steps in the approvals process, click '+Create Custom Workflow'. In the first step, enter a name for the step and use the dropdown to select the approver:

For a Team Manager approver, the team manager will be determined based on Teams. Please ensure you have created a team and assigned a team manager. Every workspace member will require a team manager to be designated. For example, a Vice President would need to be assigned as the team manager for their team of managers and directors.

Click '+Add Step' to add additional steps to the approval process. Click 'Save Workflow' at the top to save your workflow when complete. Upon saving, you'll be prompted to confirm the changes. The new approvals workflow will be applied to any deals that are unapproved. Deals that have already been approved will not be impacted.