Create and Manage Approval Workflows
Access
Workspace Settings > Approval Workflow
Create New Workflow
- Click "Create New Workflow"
- Enter workflow name
- Add steps and approvers
- Set approval type for each step
Approval Types
- Vertical (Sequential): Approvers approve in order one after another
- Horizontal All: All approvers in step must approve
- Horizontal Any: One approval is sufficient to move to next step
External Approval
You can invite approvers from outside the system:
- They receive a special link
- They verify via OTP code
- They approve or reject without an account