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Approvals

Approvals

Approvals allows for Service Desk users to approve requests for provisioning tasks and other user and group changes, or for more administrative users to approve a junior person’s changes in the system.

Prerequisites

  1. Set the setting use 2 factor approval request on Service Desk in the Administration-Settings-Service Desk panel.

Permissions

  1. Go to Account Management.

  2. Click Roles and select the user.

  3. Click Edit and the following dialog opens:

  1. Search for the following permissions:

  • View Approvers

  • View Approval Request

  • View Export Approvals to CSV

  1. Select Allow.

  2. Click Update to update/allow the permission or click Cancel to close the dialog.

Accessing the Approvals option

  1. Navigate to Workspace Management.

  2. Click on the Approvals tab.

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Filters

These filters allow a user to narrow the approvals shown on the page. Available fields are:

Fields

Description

Fields

Description

Requested by

Selects the user name from the list.

Action Type

Selects the type from the list.

Status

Selects the status of the action type from the list.

Client

Enter client name.

Matter

Enter matter name.

 

Export to CSV

Click the Export to CSV button on the right action menu on the Approvals tab.

The following fields show to narrow what to export: