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Manage Approval Requests

Approval user roles

Manage approval requests efficiently by using the Approvals section, which provides access to requests based on user roles. Here's how requesters, approvers, and site administrators can handle their respective tasks within the approval workflow.

The following are the user roles for approval:

Requester

Requesters can find their approval requests under Approvals > My Requests. While the request is In Progress, they can cancel it or send an email notification to remind the approvers. The requester receives an email notification:

  • When any approver acts on their request
  • When the request is canceled for any reason

Approver

Approvers can find their open requests under Approvals > Waiting On Me. This section shows only the requests assigned to them. Approvers can also use the email notification to go directly to the approval request page. Approvers receive an email notification:

  • When it is their turn to review the request
  • When the requester or system administrator manually sends a review notification
  • As a weekly reminder that redirects them to the pending request page in the Chargebee application

Approvers can find all requests under Approvals > Price Points.

Site Administrator

Site administrators can find all requests under Approvals > Price Points.

Site administrators can perform the following approval actions:

  1. Click the navigation icon at the end of each row.
  2. Manage the approval for price points by choosing one of the following:
    1. Click Override to Approve or Reject an ongoing approval request. This is useful if an approver is unavailable.
    2. Click Send Reminder to notify the approvers by email about the approval request.
    3. Click Cancel Request if the approval request is no longer required.

Filter and sort approval requests

The following are the features of the approval details page:

Filter list

Filter the list of approvals based on the filler options available for approvals on your Chargebee site.

Sort by

Sort the list of approvals based on the approval request priority - Oldest First or Latest First.

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