How to create campaigns which must be approved by the manager?
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.