The order of approval levels determines the sequence a request moves through after it's submitted. Level 1 is always reviewed first, and each subsequent level is reached only after the previous one approves.

Viewing the Current Order

The Approval Levels settings page (Settings → Workflow → Approval Levels) displays all levels in their current order. Each level shows its position number, name, and assigned approvers.

Reordering Levels

To change the order of your approval levels:

1. On the Approval Levels settings page, click Edit Order or look for the drag handles on the left side of each level row.
2. Drag a level up or down to its new position, or use the up/down arrow buttons if drag-and-drop is not available in your browser.
3. Click Save Order to confirm.

The levels are renumbered automatically based on their new positions. Level 1 is always the first in the list, Level 2 is second, and so on.

What Changes When You Reorder

The new order applies to all requests submitted after the change is saved. Requests already in the Pending state continue through the order that was active when they were submitted — reordering levels does not re-route in-flight requests.

Planning Your Level Order

A well-ordered approval chain generally moves from lower to higher authority:

• Earlier levels — Reviewers closest to the deal who can evaluate the specifics (sales manager, regional lead)
• Later levels — Reviewers with broader authority who give final sign-off (VP, finance lead, executive)

This structure filters out obvious denials early, so higher-authority approvers only see requests that have already passed a first review.

Single-Level Organizations

If your organization only has one level, order is not relevant — there is only one position. The level reordering controls will be inactive when only one level exists.