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.
In the editor, mark appropriate boxes:
- Create Campaigns
- Creation allowed but must be approved by Managing User
Confirm changes with SAVE.
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:
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.
Clicking on Review campaign leads to a verification process in the Campaigns view:
The campaign won't be active until confirmation from a managing user will be given.
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.