> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voucherify.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Approval requests

> Create and manage approval workflows to protect campaigns from errors and unauthorized changes

<Info>
  <Badge color="gray">Enterprise feature</Badge>

  Approval requests are available on Enterprise plans upon request. Contact your Voucherify account manager to enable this feature.
</Info>

Approval requests help you protect campaigns from internal errors or fraud. When approval policies are enabled, selected changes must be reviewed and approved before they are applied in the system.

## How approval requests work

Approval workflows are enabled through **custom user roles with limitations**. When a user with such a role performs a restricted action, Voucherify creates an approval request instead of applying the change immediately.

The approval logic is as follows:

* You can assign up to **5 approvers** to a single request.
* Approval is granted as soon as **one approver** approves the request.
* Until approval, changes remain **inactive** in the system.

### Supported actions

You can require approval for the following actions:

* **Campaigns**:
  * Creating campaigns
  * Updating campaigns
* **Vouchers**:
  * Adding vouchers to existing campaigns
  * Updating vouchers
  * Creating standalone (generic) vouchers
* **Validation rules**:
  * Creating or updating validation rules

Changes are applied only after the request is approved.

### Create behavior

When a restricted user **creates a new object** (for example, a campaign or voucher):

* The object is **not visible in the dashboard lists**.
* The proposed object appears only in the **Approval requests** view for approvers.
* The object is created in the system **only after the request is approved**.

### Update behavior

When a restricted user **modifies an existing object** (for example, a campaign, voucher, or validation rule):

* The **current object remains unchanged** in the system.
* The proposed changes are stored as an **approval request**.
* After an approver approves the request, the **changes are applied**.

## Approval request statuses

Each request has a clear status that shows its current state:

* **Pending**: Waiting for an approver's action.
* **Approved**: Approved and applied in the system.
* **Changes requested**: The approver asked for updates before approval.
* **Rejected**: The request was declined and will not be applied.
* **Draft**: The request was started but not submitted.

You can always check the status in the **Approval requests** view.

## Where to find approval requests

To open approval requests in the dashboard, go to the left sidebar, click your user name, and click **Approval requests**.

Both requesters and approvers use this view to manage requests.

## How to create an approval request

If your role requires approval, Voucherify automatically opens the approval flow when you try to save a restricted change.

<Steps>
  <Step title="Start a restricted action">
    Begin an action that requires approval, such as creating a campaign or editing a validation rule.
  </Step>

  <Step title="Configure the change">
    Complete the configuration in the creation or editing wizard as usual.
  </Step>

  <Step title="Add approvers">
    In the final step of the wizard, click **Add approvers** and select one or more **Admin users** who can approve the request.
  </Step>

  <Step title="Add a comment">
    Use the **Comment** field to explain the purpose of the change.
  </Step>

  <Step title="Submit the request">
    Click **Save**. The request is sent for approval and marked as **Pending**.
  </Step>
</Steps>

## Managing requests (requester view)

After submitting a request, you can track it in **Approval requests**.

For each request, you can:

* **Details**: view request information
* **Delete**: remove the request
* **View wizard**: return to the editor for complex requests and make changes

If an approver requests changes, you receive an email notification. You can edit the request and submit it again.

## Reviewing requests (approver view)

Approvers see pending requests in **Approval requests**.

### Simple operations

For quick changes:

1. Select **Details** to see the request.
2. Add a comment.
3. Click **Approve** or **Reject**.

### Complex operations

For larger changes:

1. Click **View wizard** to review all settings the requester has chosen.
2. For some requests, you may also see an **Open dialog** button.\
   This opens the original action dialog in read-only mode, so you can review all configuration details before making a decision.
3. After reviewing the steps, add a comment.
4. Choose one of the following:

* **Approve**: applies the changes to the system immediately.
* **Request changes**: sends the request back to the requester for edits.
* **Reject**: cancels the request. The proposed changes are discarded and the object remains unchanged. If the request was for a new object (for example, a campaign), it is not created.

## Notifications

You can control how you receive updates about approval requests.

To configure notifications:

1. Open the **Notification center**.
2. Go to **Personal settings**.
3. Find **Approval requests changed**.
4. Enable or disable **In-app** or **Email** notifications.

<Tip>
  Approvers receive notifications for new requests. Requesters receive notifications when the status of their request changes.
</Tip>

## Related features

Approval requests depend also on the following features.

<AccordionGroup>
  <Accordion title="Team settings">
    [Team settings](/manage/team-settings) define who can manage roles and approvals. Only account owners can configure role limitations that trigger approval requests.
  </Accordion>
</AccordionGroup>