How to Request Approval
  • 10 Jan 2025
  • Contributors
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How to Request Approval

  • PDF

Article summary

To request approval for your Asset click the 'Request Approval. button at the bottom of the Approval Requests section.

A pop up will appear listing all the organisations that you have added through the contacts tab, click the arrow next to the relevant organisation to view the list of contributors from that organisation.

Select the users you would like to request approval from by clicking the tick box next to their names. Set a review date if you wish then click 'OK' to send the approval request.

If a user who you wish to send an Approval Request to does not appear in the list ensure you have added them as a contributor to your Asset using the Contacts tab. For more information on adding contacts to your Asset see How to Add/Remove a Contributor.

These contributors will then receive an email notification asking them to review the asset and an item will appear in their In-Tray.

Your asset will now be locked for editing and any active requests will appear in the Approval Request list.