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.

Approve/Reject changes

When clicking on the Approvals tab, the page opens up to the list of changes that are currently waiting for approval. Users with approver rights will receive an email notification that there’s a new change that should be handled.
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’/'Reject' buttons. In case of rejection, 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.
  Keep in mind that this action is irreversible.
  

  

When a change has been approved or rejected, the user who submitted the change will be notified via email. The email includes the explanation and 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 reveals the list of changes that have already been approved/rejected by an approver.

Settings

The main page of the Approvals module is the Settings page where you can 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 - approval emails can be sent out after each approval, periodically or never

  • Personnel - select the list of users to be notified that a new change is waiting for approval

Export records

Click the ‘Export’ button in the sidebar to export content approval records in .csv and .psv formats through the Exports module.

Exportable attributes include the timestamp, user, action, member ID, before and after values for manual tier changes; the number of balance points changed, and the latest points balance for manual point adjustments.

See the user manual of the Exports module for instructions on how to create an export.