Campaign Approval

While organizing users' structure and data access in the Voucherify project, you can create campaigns that must be approved by the manager (admin or another user with a right to approve campaigns). As a result, users with limited rights can generate campaigns that won't be active before approval.

Creating a new role

Firstly, you need to create a user role with the mentioned restrictions. Go to the Team Settings > ROLES and choose a role that you'd like to edit (in case of built-in roles you need to duplicate it). 

If you need help with that, follow this guide

Duplicate roles

In the editor, mark appropriate boxes:

  • Create Campaigns
  • Creation allowed but must be approved by Managing User

 Confirm changes with SAVE.

Campaign approved by Managing User

You can assign the role while inviting a new team member or attach it to the already existing user.

Both options lead to the member's profile where you can assign a role:

Editing member

Now, the user with the role specified by you can create a campaign that must be approved by a managing user.

Waiting for Admin's approval

When a user asks for campaign approval, Voucherify automatically sends an email to the managing user.

email to managing user

Clicking on Review campaign leads to a verification process in the Campaigns view:

Approve/Reject view

The campaign won't be active until confirmation from a managing user will be given.

Campaign requiring approval

When the managing user confirms a campaign, the app notes new events in the detailed Campaigns view:

  • the campaign was approved,
  • the campaign was enabled.
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