How to create campaigns which must be approved by the manager

While organising users structure and data access in Voucherify project, you can create campaigns which 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 which won't be active before an approval 👍

Creating new roles 

Firstly, you need to create a user's role with mentioned restrictions. Go to the Team Settings > ROLES and choose a role which 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 👩

Adding/Editing users

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

Assigning role

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

Waiting for Admin's approval 🙏

When a user asks for a 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

That's it! 🥳