Introduction
Approval workflow allows users to control the team creation.
In the section "Approval workflow", in the template settings, you can add approvers who will have to authorize the team creation. Selected approvers, will receive a request for the team creation which they can approve or decline. You can select the direct manager of the user as approver for team creation.
If the manager is not found in the AD, then all Powell Teams administrators
are designated as approvers for the team creation.
People selected as approvers are not mandatorily administrators or team members. They can simply be approvers who review the team information and authorise the creation.
The rule when you set multiple approvers is : The first person who validates or refuses the team creation will perform the action for all other approvers. Hence, the request will not be visible for other approvers.
Managing Requests
There are two ways two manage approval requests:
- Through the User dashboard in the Activity bell
- Through the page "Pending approvals" as a Powell Teams administrator in the administration center
Activity bell in the user dashboard
If you are selected as an approver or you have requested a team creation, the team creation requests will appear on the user dashboard in the activity bell.
Requests waiting for your approval
Requests waiting for your approval will display the list of teams that require your approval in order to be activated. To approve or decline a team, click on the "edit" button next to each team request. You will need to review the information about the team and click "accept" or "decline".
My requests waiting for approval
For the teams that you have requested, you have an actual status informing you whether the team was approved or declined. You can click the "eye" icon to review the approval.
The list of requests will display the team's template name, creation date, and the name of the author.
To approve or decline the request, you need to click on the edit icon on the right side of each request.
Review the team name, template name, privacy status, classification, tags, team owners/members and accept or decline the request.
When you accept/decline the team creation request, the requester receives a notification informing him if his team is authorised or not.
As a Powell Teams administrator
As a Powell Teams administrator, you have access to all pending requests in the administration section and you can approve or decline a request for all pending requests.
Go to the menu, then to Manage your teams, and then to the Pending approvals page.
Pending Approvals
On the page "Pending Approvals" there are two sections: one displays Pending approvals and another - past requests.
The Pending approval list displays:
- The team name
- The template name
- The name of the requester
- The name of the approver
- The team creation date
- The status of the request
To access team details, click on the edit button next to each request. Review the team information and accept or decline the request.
As mentioned, Powell Teams administrators can approve/decline requests for all approvers, even if the approver is chosen to be a different person. The name of a person who approves/declines the request will be listed as an approver in the "Past requests" list. If a Powell Teams administrator approves the request, the approval request will disappear from the request list of other approvers.
Once you accept/decline the request, the request will be automatically removed from the "Pending approvals" list and moved to the "Past requests".
Past Requests
All accepted/declined requests will be listed in the section "Past requests".
The Past requests list displays:
- The team name
- The template name
- The name of the requester
- The name of the approver
- The team creation date
- The response date
- The status of the request
To access approval details for each team, click on the eye icon highlighted in the image above.