Role: Approver
Approvers are users whose role has the Can Approve flag enabled and who are assigned to the entity via the entity settings.
The Approvals page (Settings → Approvals & Submissions → My Approvals):
- Shows all open submissions for entities where you are an approver
- Each submission displays the submitter name, submission date, and a summary of NEW / EDIT / DELETE change counts
- Click a submission to open the diff view — a field-by-field comparison of what changed
Making a decision:
| Action | When to use | Effect |
|---|---|---|
| Approve all | The changes are correct and should go live | All staged changes are immediately written to the live data. Submitter is notified. |
| Send back | The change is *conceptually right* but needs a fix — missing field, wrong value, unclear note | Submission returned to submitter for revision and resubmission. History preserved. |
| Reject | The change *should not proceed* — policy violation, budget freeze, wrong entity, incorrect decision | Submission permanently closed. Submitter notified with your reason. No revision expected. |
Approvers can include a comment with any decision. The comment is included in the notification email sent to the submitter.
After clicking Approve all, a green confirmation banner is shown confirming that all changes were applied. Click Close to dismiss the panel. The submitter receives an email notification automatically.
Multi-approver strategy:
When an entity requires all assigned approvers to agree ("all must approve"), voting is tracked individually. After you cast your vote, the submission moves to a "Waiting for co-approvers" section on your dashboard — it stays visible so you know it's in progress, but it no longer needs action from you. The request closes automatically once every assigned approver has voted.
When you vote on a multi-approver request, a blue "Vote recorded" confirmation banner is shown instead of the green approval banner.