Approve budget changes

If you have Approval flows turned on, requests for budget changes are routed based on your role and specific team assignments.

Who receives notifications

  • Team Managers: When a request is made within their specific team, the assigned Team Manager will be notified via email (and Slack if set up).
  • SaaS Admins: To keep your inbox clean, Admins will not be notified of a pending approval if a Team Manager has already been assigned to that request. However, you can still see it in Dashboard and can resolve the request within the application.

How to review and approve new application requests

  1. Go to the Dashboard and then tap on the Requested changes tab in the Recently box. As an approver, any change request will appear here.

    Screenshot (17).png

  2. To review the new budget, click on the request. From there, you will be re-directed to the application page, where a summary of what has been requested to change will be shown:

    Screenshot (18).png

  3. Users who do not have approval rights will be able to see who the request is pending with:

    Screenshot (3).png

Step-by-step guide

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