How to create campaigns which must be approved by the manager

While organizing 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. 

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.

In the editor, mark appropriate boxes

  • Create and modify 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 AFFILIATE 2 can create a campaign which must be approved by a managing user. 

The manager automatically lists users with rights to approve campaigns

Role settings which allow user for approving campaigns

When a user asks for a 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 a confirmation from a managing user

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!