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Approve or reject a request
Requests that would reach a client or a calendar wait in Approvals. Check what approving does, then press Approve or Reject.
Before you start
- Who can do this
- The person the request was made for. Approving a report for a client also needs an Owner, Admin or Manager.
- Availability
- If enabled for your agency
- Where in Orbit
- Sidebar › Workspace › Mission Control
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Mission Control. in the left rail lists requests waiting on your tap.
Read the summary and any risk label, such as Goes outside Orbit.
For a report or deck, check the page previews, or press the link to open it, such as Open the deck.
Read the line that says what approving does, such as “Files this deck into Acme's Documents, where anyone with portal access can download it.”
Press Approve to go ahead, or Reject to turn it down.
When it worked
The card leaves Approvals. An approved report is filed into the client’s Documents for their portal; an approved meeting is added to your calendar and the invitations go out.
If something goes wrong
Orbit showsSending a report to a client needs an admin or manager. Ask one to approve it.
Only an Owner, Admin or Manager can approve sending a report to a client.
Orbit showsAlready decided
Someone already approved or rejected it. Reload Mission Control to clear the card.
Orbit showsOnly the person this was requested for can decide it
Ask the person it was made for to decide it.
You asked your board by voice to approve something.
Voice can’t approve anything. Press Approve in Approvals.
How it works
Explainer: Approvals: what waits for your tap
Anything that would reach a client or someone’s calendar waits in Approvals until you press Approve. Each card says exactly what approving does.
| Request | What Approve does | Who can approve |
|---|---|---|
| Share a report or deck with a client | Files it into the client’s Documents, where anyone with portal access can download it. | Owner, Admin or Manager |
| Schedule a meeting | Creates the event on your calendar and emails an invitation to every attendee. It can’t be un-sent. | The person it was requested for |
| Move a meeting | Moves the event and emails everyone the new time. It can’t be un-sent. | The person it was requested for |
- You see only requests made for you that nobody has decided yet.
- A card can carry a risk label: Moves money or Goes outside Orbit.
- Report requests show page previews and a link to open the file. Meeting requests tag each attendee “free” or “not checked”.
- Reject turns the request down and removes the card.
- A Specialist can’t approve sending a report. Pressing Approve shows “Sending a report to a client needs an admin or manager. Ask one to approve it.”
- Voice can’t approve anything. Every approval needs a tap.