The approvals step in the commission payout process is managed from the Approvals page. This provides a central location for members, managers and admins alike to view approvals status, approve earnings, unapprove earnings, or reset the approvals workflow.
Your workspace approvals workflow can be managed from Preferences in Settings. For more information on how to customize your approvals workflow, visit this article.
Approvals Workflow On/Off
If the approvals workflow is turned off in your workspace, you will not see the Approvals page in the left hand navigation as closed/won deals will automatically appear in Payouts to be scheduled for payment and skip the approvals step in the commission payout process.
Basic Workflow
If you have the basic approvals workflow turned on in your workspace, earnings can be approved by either an admin or a team manager (with full permissions) from the Approvals page.
Custom Workflow
If you have a custom approvals workflow, the Approvals page will update based on the number of steps in your approval process. The Approvals page will show an Inbox tab and a tab for each step in the approvals workflow:
Inbox
The Inbox will consolidate all outstanding approvals for a user. For example, if a team lead has outstanding approvals for their team's deals and their own deals, they will see both approvals in their Inbox.
If a user has completed all outstanding approvals OR if they are not an approver in the approval workflow, they will see a summary of the approval status of their earnings:
Approver Steps
To the right of the Inbox, you will see a tab for each step in your approvals workflow and the name of the step. Your permissions in these tabs will depend on your workspace role and approval role:
If you are the designated approver for the step, you will be able to approve, unapprove or reset approvals from this tab.
Approvers in the second, third, and subsequent steps will be able to approve downstream as well. For example, a Team Manager could approve on behalf of their rep.
Everyone will have visibility into the approval status at each step.
Admins will be able to approve, unapprove and reset approvals on behalf of any workspace user.
For more information on running the approvals process in QuotaPath, please visit the below articles:
Approve Earnings
Unapprove Earnings
Reset Approvals
Discrepancies