As a manager, you can approve or reject user requests for Marketplace Programs that are part of an Academy.
To Approve or Reject a Request from the Approvals Page
- Click Approvals from the left navigation menu.
- Select Programs to see all requests.
The Approvals page displays. - Locate the request you want to approve or reject.
- Click the Requests, Approved, or Rejected tab from the top menu to filter requests by status.
- Enter a search term in the Search field to find a specific user’s approvals.
- Filter requests by Provider, Program Title, Name, Estimated Cost, Date, or Cost Center.
- To see more information about a request, click View Details.
The Review Details page displays.
- Review the details of the request and optionally enter a note regarding your decision.
- Click Approve or Decline.
- To approve the request, click ✅.
- To reject the request, click .
To Approve or Reject a Request from an Email
If the Manager Approval Requests notification is enabled in your settings, you will receive an email when a user makes a new request.
- From the email, click View Request.
The Approvals page displays. - To see more information about a request, click View Details.
The Review Details page displays. - Review the details of the request and optionally enter a note regarding your decision.
- Click Approve or Decline.
Upon your approval or rejection, and depending on an Admin’s email notification configuration, Admins will also receive an email notification prompting them to either approve or reject the request.
About Manager and Admin Approvals
If your company has enabled a two-step approval process, requests must be approved by both a Manager and an Admin. When a request is made, it is sent to the manager first. If the request is denied, no further action is taken. If the request is approved, it is then sent to an Admin where it is either approved a second time or denied.
Admins are able to override requests that are awaiting Manager approval. When an Admin overrides a a request that is awaiting Manager approval, they automatically advance the request to the Admin approval stage. Admins cannot reverse or change Manager decisions. If a Manager rejects a request, for example, an Admin cannot override this decision to approve the request.