Approval rounds

Create and manage sequential approval rounds on tickets with configurable policies, threshold rules, approver management, and admin controls.

Approval rounds are the building blocks of ticket approvals. Each round defines a set of approvers and a policy that determines when the round is complete. Add a single round for simple approvals or chain multiple rounds for multi-stage workflows.

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Create approval rounds

1. Open the ticket

   Navigate to the ticket that needs approval.

2. Open the approval rounds section

   Find the Approvals section in the ticket detail page. Click Add round to open the round editor.

3. Configure the round

   For each round, set:

   • Name: A descriptive label (for example, “Manager approval” or “Security review”)
   • Policy: Choose Any can approve, All must approve, or Threshold
   • Threshold (if using threshold policy): The number of approvers required
   • Approvers: Select users or user groups who can approve this round
4. Add more rounds (optional)

   Click Add round again to add additional stages. Rounds run in the order you create them.

5. Save and start

   Save your rounds. The first round activates immediately and approvers are notified.

You can add multiple rounds at once before saving. The round editor lets you configure all rounds in a single view.

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Edit approval rounds

Edit rounds to change policies, add or remove approvers, or reorder stages.

1. Open the round editor

   Click the Edit button in the Approvals section to open the multi-round editor.

2. Make changes

   Modify round names, policies, thresholds, or approver lists. You can also add new rounds or remove existing ones.

3. Save changes

   Click Save to apply your changes. If you remove approvers from an active round, the policy is re-evaluated immediately.

Removing approvers from an active round can trigger automatic completion. If the remaining approvers already satisfy the policy (for example, one approver already approved in an “any can approve” round), the round completes immediately.

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Approve or decline

When you are added as an approver, you receive notifications with action buttons.

Approve

Click Approve from the ticket detail page or Slack DM. Your approval is recorded and the round policy is evaluated. If the policy is satisfied, the round completes and the next round activates.

Decline

Click Decline and optionally provide a reason. Declining immediately completes the round with a declined status. The ticket’s overall approval status changes to Declined.

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Approval policies

Choose the right policy for each round based on your requirements.

Policy	How it works	Best for
Any can approve	First approver to approve completes the round	Quick approvals where any authorized person can decide
All must approve	Every approver must approve before the round completes	Sensitive decisions requiring consensus
Threshold	A specific number of approvals required (for example, 2 of 5)	Committee-style reviews with quorum requirements

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Multi-stage approvals

Chain rounds for workflows that require multiple levels of approval.

Example: Software access request

Round	Name	Policy	Approvers
1	Manager approval	Any can approve	Requester’s manager
2	Security review	All must approve	Security team
3	IT provisioning	Any can approve	IT administrators

Rounds activate in order. Round 2 only starts after Round 1 is approved. If any round is declined, the process stops and the ticket is marked as declined.

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Reset rounds

Workspace admins can reset rounds when approvals need to be reconsidered.

Reset a single round

Reset one round to restart it with the same or different configuration. The original round is archived and a new replacement round is created. You can change the policy and approvers during the reset.

Existing approvers are re-notified and must approve again.

Reset all rounds

Reset the entire approval process. All rounds are archived and recreated from scratch. The ticket’s approval status returns to In progress.

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Sidebar approver management

The ticket sidebar provides a simplified view for managing approvers on the focused round (the currently active or most relevant round).

• Add approvers: Search for users or groups in the sidebar Approvers field
• Remove approvers: Click the remove button next to an approver’s name
• Auto-creation: If no rounds exist when you add approvers through the sidebar, a round is created automatically with the “Any can approve” policy

The sidebar always shows the most relevant round: the active round if one exists, the most recently declined round, or the first pending round.