Approving Workspaces

Overview

All workspaces that require approval are listed in this tab.
Users who do not have the Create Workspace permission can request to have a workspace created.
A user specified as an approver can either approve or deny the request.
- The approval step can be added when configuring the request workflow.

Field	Description

Field	Description
Template Name	Give a name for the template. Required.
Template Type	Select the type of the template. Can be Analytics or Request Workflow. Required field.
Query Type	Select the type of the query to use in the email. The type can be: Workspace, Team, Channel, OneDrive, Request Access, or Grant Access. Required field.
Table Column	Sets the columns of the table in the body of the email. For example, if you want Matters in a column, select MatterId. Required field.
Email Subject	Put a subject in the line. You can use placeholders to dynamically pull metadata to the subject. For example, if you want the subject to be Approval for Matter Number 123, the subject you’d put as Approval for Matter Number {matterid}
Write custom EJS	Check to allow custom scripting. Paste your query into it.
Email Body	Type the body text of the email here.

Once a job has been submitted for approval, the approver will get an email with the request. At that point, the approver can go to the Approvals tab to accept the request.

From the list of approvals, the approver can click on a request to either accept it or deny it.

A user generates a request through the Create Workspace wizard.
The approver receives a notification email containing the following details:
1. Requested by
2. Client
3. Matter
4. System
5. Status
6. Job Description
7. The Link that redirects to the CAM approval tab
The approver either accepts or rejects the request.
The requester receives a notification email stating whether the request was approved or rejected.

The list of information is displayed in the following columns in the Approval tab:

Column Name	Description

Column Name	Description
Requested By	The user who requested the workspace.
Requested Date	Date when the request was submitted.
Workspace Name	Name of the requested workspace. Clicking the name to open the Workspace Preview dialog that displays the preview of the panels specified by the requester. This column can be sorted.
Client	Name of the client in the workspace
Matter	Name of the matter in the workspace
Status	Displays the status of the request Waiting for approval Request Approved Request Rejected

Click the link in the Workspace Name column to open the workspace submitted for approval.
The following screen appears where the requestor can modify the basic and Security description fields.

Click Add Security to add a user. You can add a Guest User by selecting the option Invite Guest User.
Click Save to add a user and reflect under Security Description or click Close to close the dialog,

Enables to notify users through email who requested approval and who will approve the request in both Approval as well as Rejection. The following screen opens -

Review the workspace and click the Approve button to approve the workspace with comments or click Reject to reject the workspace with a comment.

Note: Users can approve or reject a workspace based on permissions.

This option allows the approval requests to be filtered. Enter the below filter criteria and click Filter.

Permissions	Allows User To

Permissions	Allows User To
View Approvers	View the Approvals tab. (Hides the Approval tab) Tip: Read here for a complete list of available permissions and instructions to allow/deny CAM permissions to users/groups.