Require approval for a staff member's actions

• Director
• Admin
• Needs: My School
• May need approval
• Phone
• Desktop
• Draft

If you don't see this

• It needs the My School permission. A director grants it under Manage School → Staff → Permissions.
• This action may go to the Approval Center and take effect once a director approves it.

An approval requirement lets someone create something, but it waits in the Approval Center until an approver signs off.

Before you start

• Finish Set a staff member's permissions first.

Steps

1. Open the staff profile and expand Permissions.
2. Find a permission with an approval chip:
   • Create Schoolbox Messages (messages wait to be sent)
   • Create Community Feed Posts (posts wait to be published)
   • Create Custom Lessons ("Requires review" before use)
   • Send Progress Reports (reports wait before sending)
   • Issue Refunds, Delete/Write-Off Invoices, Add Credits (requests wait before processing)
3. The chip reads Requires approval or Does not require approval. Tap it to switch.

   Screenshot coming soon01 · /my-school

   An approval chip under Create Community Feed Posts

4. Tap Save.

Tips

• Content (Schoolbox, posts, lessons, progress reports) is approved by staff with Approve Communication Items. Billing requests are approved by staff with Approve Billing Requests.
• Approvers never need approval themselves. Their chips read "Approver, no approval needed".
• Directors, Administrators, and Owners never have content approval requirements.
• New Teachers start with approval on for posts and custom lessons. New Regional Managers start with it on for Schoolbox messages, and new Directors for credits.