Approve or reject an application
    • 01 Nov 2022
    • 1 minute to read

    Approve or reject an application


    Article Summary

    In approval workflows, users with the required permissions to approve applications can do so from the applications dashboard.

    When you receive an application, you can do one of three actions:

    • Approve the application as it is
    • Reject the application as it is
    • Comment on the application to ask for clarification or leave other notes

    Approve an application

    To approve an application, follow these steps:

    1. Go to the applications dashboard.
    2. Find the application (you may need to click View all x in order to do this).
    3. Click the Respond button. 
    4. In the Actions tab in the right-hand panel, click Approve

    Reject an application

    When rejecting an application you will need to give a reason. Follow these steps to reject an application:

    1. Go to the applications dashboard.
    2. Find the application (you may need to click View all x in order to do this).
    3. Click the Respond button. 
    4. In the Actions tab in the right-hand panel, click Reject
    5. Enter the reason for rejecting the application. This will be added as a comment.
    6. Click Confirm

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