How do approval flows and thresholds work?

Approval flow is a feature that requests the approval of Admins or the corresponding Team managers before a new application can be created or a budget detail can be changed.

Regular users who are set as team members can set up free applications directly, yet if it is a paid service, a request will be sent to their Team manager and Admins so they can approve the budget. 

Pro Tip

Before activating the approval flow, we recommend setting up teams and assigning each person the correct role.  

To turn on Approval flows go to Settings > Workspace Settings > Preferences:

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Once Single Approval flow is turned on, you can decide whether it is always in place, or only when the budget is over a certain amount.

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Looking for a more complex approval flow that adapts to your company's multi-level structure? 

Dual Approval flow allows Cledara admins to set a second-level approver to authorize all new applications in your organization. This creates a deeper level of control and will automatically route approvals to the team member of your choice.

Upon turning this feature on, you will be able to select who the second approver should be. They will approve new applications and budget changes after the Team manager or an Admin has done so.

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Just like Single Approval flow, you can customise the threshold to activate the feature, so that only the necessary requests go to the right people.

Not sure where to look? Here is where you enable and disable Approval flows: 

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