How to choose who can approve each stage

Nobody approves by role alone, not even owners and admins. You pick approvers per flow on its Access tab, for the whole flow or one stage. Each review stage then sets how many of them have to approve.

Owners, admins and people with Manage access can change a flow's access. Manage doesn't let someone approve. Reviewers only comment, approve and request changes, so Manage and Add and move are greyed out in Can on their rows.

Give someone Approve access#

Each person, group or role has one row. To have someone approve in two stages, pick All stages, or use one group per stage.

Use a group#

A group, like Legal, lets anyone in it approve, including people you add to it later. Groups are shared by every flow in the workspace.

1. In the flow settings, open Groups. Type a name under New group and click Create.
2. On the group's row, click Add people and pick each member.
3. On Access, add the group, set Can to Approve and In to its stage, then click Save access.

The card then says who it waits on, like "Waiting on Maya and Legal".

Set how many approvals a stage needs#

In the flow settings, open Stages, click the arrow on a review stage and pick Approvals needed. Changes on this tab save as you make them.

The person who submitted the template doesn't count, unless you turn on People can approve templates they submitted in the same stage. Owners and admins can always approve templates they submitted.

Common problems#

Related#