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Documentation/Approvals/Configuring Approvers

Configuring Approvers

Approval is configured per entity. You turn it on, assign the approvers, and choose how many of them must agree. Only an administrator can do this.

The entity approval configuration screen
The entity approval configuration screen(click to enlarge)

Open the configuration

  1. Go to Settings → Access Management.
  2. Open the Entities tab (/admin/access-management/entities).
  3. Pick an entity in the left panel. Entities are grouped by model.

Each entity in the list carries a badge: approval when it requires approval, free when it does not.

Step 1 — Approval

Two toggles control the workflow itself.

ToggleEffect
Changes require approvalNew and modified records are queued until an approver agrees
Approver may approve own changesLets an approver decide on a request they submitted themselves

The second toggle is disabled until the first is on. Leave it off to keep the four-eyes principle: an approver who submits a change cannot approve it, and gets *"Access denied: you cannot approve your own submission for this entity."*

Read, write and delete permissions are not set here. They are set per role on the Roles tab.

Step 2 — Who can approve?

The Assigned approvers list holds the users who may decide on requests for this entity.

  1. Type a name in Search and add approver….
  2. Pick the user from the dropdown.
  3. Click Save.

Only users whose role has the Approver flag appear in the picker. If the list is empty, the screen shows *"No users found with a role where Can approve is enabled."* — set the flag on a role first. See Roles & Permissions.

Each assigned approver row has two controls:

  • Mail toggle — whether this approver receives an email when a request arrives. It is on for a new approver. See Approval Email Notifications.
  • Remove (×) — takes the user off the list.
An entity that requires approval but has no assigned approvers is a trap. Users can still submit, but the approve action fails with *"No approvers are assigned to this entity."* Only an administrator can then clear the queue with Force approve.

Approval strategy

Choose how many assigned approvers must agree.

StrategyLabel in the UIBehavior
anyOne approver is sufficientThe first approver who agrees applies the changes
allAll approvers must agreeEvery assigned approver must vote before the changes are applied

With all, each vote is recorded and the request stays pending. The last required vote applies every change in one step. A single rejection closes the request immediately, whatever the strategy.

The gate counts the assigned approvers at the moment a vote is cast. Adding an approver while a request is open raises the number of votes that request still needs.

Saving

Save stays disabled until you change something. It writes the toggles, the strategy and the approver list in one action, and confirms with a toast.

The entity form

The entity form under Manage Models carries the same Requires approval toggle. It is the same setting. Approvers, the strategy and the self-approval flag can only be set on the Entities tab.

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Configuring Approvers | Approvals | Docs | Primentra