Approval levels are configured by Administrators in Organization Settings. The levels you define here apply to all requests submitted in your organization.

Opening the Approval Levels Settings

1. In the sidebar, click Settings.
2. Under the Workflow section, select Approval Levels.

The page lists all currently configured levels in their current order.

Adding a New Level

1. Click Add Level.
2. Enter a name for the level — this is what submitters and approvers will see (for example, “Sales Manager” or “Finance Review”).
3. Assign one or more approvers by searching for team members by name or email. Any team member with an Approver or Administrator role can be assigned.
4. Click Save.

The new level is added at the end of the chain by default. To change its position, see Setting the Approval Level Order.

Editing an Existing Level

1. Click the edit icon next to the level you want to change.
2. Update the name or adjust the approver assignments.
3. Click Save.

Changes to a level’s name or approvers take effect for new requests immediately. Requests already in the Pending state are not affected.

Adding Approvers to a Level

A level can have as many approvers as needed. Any one of them can act on a request — having more approvers just means more people who can unblock a request when others are unavailable.

To add an approver:

1. Edit the level.
2. In the approvers field, search for and select the team member.
3. Save.

To remove an approver from a level, click the × next to their name in the approvers list and save.

Removing a Level

1. Click the delete icon next to the level.
2. Confirm the deletion in the dialog.

Removing a level is permanent. Existing pending requests that were already at or past that level are not affected, but any request submitted after the deletion will no longer include that level in its chain.

Minimum Requirements

Your organization must have at least one approval level configured before requests can be submitted. If no levels exist, the Submit button on requests will be disabled and an alert will prompt the administrator to configure the workflow.