Antavo’s approval mechanism helps to identify if settings and customer data have been modified righteously before the changes are live. Besides Backoffice administrators, users who have the right to update Roles can grant approval rights to other users by adding the ‘Content Approval' permissions to the Permission Mask.

Find the configuration page of the Approvals module by clicking on the ‘Modules’ icon in the sidebar, and typing ‘Content approvals’ into the search bar. The module will open up to the Settings tab.

Settings

Use the Settings page to define the basic mechanisms of the module:

• Enabled modules
  Enable the approval mechanism for each module by selecting them from the dropdown list. Approvals can be enabled for the Events, Workflows, and Reward modules.

• Notifications

  • Pending notifications
    Users with approver rights may receive email notifications that there are new changes to be reviewed. There are 3 options available to select the frequency of these notifications:

    • For each approval - the notification is sent every time a modification is made in the settings of the enabled modules

    • Periodically - the notification is sent based on the interval that you can configure in the ‘Digest interval’ field, which appears when this option is selected

    • Never - approvers will not get any notification, they can get informed on pending updates on the Backoffice interfaces only

  • Personnel - select the list of users to be notified that a new change is waiting for approval
    Necessarily, only users with approver rights can be added.

Approve/Reject changes

On the Approvals tab, you can find the list of changes that are currently waiting for approval with the following information:

• Date of change submission

• The user who submitted the change

• Type of the change

  • - Workflow and Reward changes

  • - Event changes

• Type of the entity to be changed
  Only applicable to entity changes, either Workflow or Reward

• Name of the entity item or event

• Number of submitted changes

To approve or reject a change:

• Click the ‘Review’ button next to the change that you’d like to approve or reject
  

  

• Review the modifications and click the ‘Approve’ or 'Reject' button
  When rejecting a change you can also add a short explanation in the popup that subsequently appears.
  Please note, that if more fields have been changed, you cannot choose to approve some field changes and reject others, all changes will be approved or rejected.
  

  

When a change has been approved or rejected, the user who submitted the change will be notified via email. The email includes the explanation (if any), the date of approval/rejection, the name of the entity that has been changed, and a CTA to edit the entity again.

History

The History tab collects the list of changes that have ever been submitted for approval with pending/accepted/rejected status.

Export records

Click the ‘Export’ button in the sidebar to export content approval records in .csv and .psv formats through the Exports module. Check the user manual for instructions to configure an export.