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Alerts with “Requires Approval” Setting

An alert flagged as “Approval Required” must be approved by an Admin before it’s sent to users.

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How to Create an Alert that "Requires Approval"

Approving an Alert

 

Important:  Alerts sent by users with an Admin role are automatically approved, even when Approval Required is enabled.

Only alerts sent by non-admin users (such as Staff users) require approval from an Admin with approval permissions before the alert is sent to the group.


How Approval Required Works 

When a user sends an alert with Approval Required enabled:

  • The alert will only notify:
  • An Admin can then:
    • Approve the alert — the alert will be sent to all users in the group
    • Deny the alert — the alert will end and no additional users will be notified

Caution : Enabling approval required introduces an extra step in the alert process and can delay alerts.

Alert Types are managed at the Workspace level and can only be created, edited, or deleted by a Workspace Admin in Workspace Settings.

Group users do not have permission to manage Alert Types. If you need to create a new Alert Type or update an existing one, please contact your Workspace Admin.

 


How to Create an Alert that "Requires Approval"

Step 1:

Go to Groups > Settings > Alert Types

Step 2:

Click + New Alert Type

Step 3:

Enter your details and options for the alert then scroll down until you see the Requires Approval checkbox.

Toggle on the Requires Approval checkbox and click Save.

 Alerts requiring approval will enter a pending state unless the sender already has the Approve permission enabled. 

If you need to remember what these alert settings do OR edit an existing alert type to require an approval, visit the article below:

Creating and Editing Alert Icons

 


 

Approving or Denying an Alert

If a user sends an alert with the "Requires Approval" setting toggled on, it will need approval before being sent out.

To approve or deny the alert as an admin user, simply go to your alert screen and click on the Approve or Deny button.

Approving an alert will send the alert to all appropriate users.

 


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