Approval Chains

Approval chains ensure that certain actions require authorisation from one or more approvers before proceeding.

Creating an approval chain

1. Go to Settings > Workflows > Approval Chains.

2. Click Create Approval Chain.

3. Give the chain a name (e.g., "Deal Closure Approval").

4. Define the trigger conditions:

   • Deal amount exceeds — Threshold in AED
   • Commission rate — Percentage threshold
   • Action type — Deal closure, status change, payout

5. Add approvers in order:

   • Level 1 — Team Manager
   • Level 2 — Operations Manager
   • Level 3 — Admin

6. Save the chain.

How approval works

1. An agent triggers an action that requires approval.
2. The system sends a notification to the first approver.
3. The approver reviews and approves or rejects.
4. If approved, the next approver (if any) is notified.
5. Once all levels approve, the action completes.
6. If rejected, the action is cancelled and the agent is notified.

Approval notifications

• In-app notification
• Email notification
• Dashboard task in the approver's queue