Approval System

The approval system allows changes to data in the system to be checked and approved by another (authorized) person.

1 - Activate Approval System

Activate Approval System to restrict changes to layouts and master data.

You are assigned to a user group that at least has the permission Customer feature control.

In order to use the approval system functionality in manage.ID you need to activate the feature Approval System

Click on the gear wheel at the bottom right
Active with the toggle switch the Approval System function
When you want to block data from using when the record has pending changes (changed but not yet approved) use the checkbox Block edited row

You have activated the approval functionality in manage.ID. You have now a new menu item **Action Center

Create a data change request. The request needs to be approved from a second person

You are assigned to a user group that at least has the permission Editor in the Approval System Section.
The approval system is activated.

To change data in manage.ID, a request must be created. This request must be checked and approved (or rejected) by a second person.

Click on data management and then on Products
Change the data record
Add a comment which helps the approving person to under why the data should be changed
Click on Save
Click on Action Center in the side bar.
See the status of your pending request.

You have created a request to change data. You can see you request in the Action Center.

📘 Note: You can also cancel your request in the Action Center.

Pending data changes must be approved before the changes are active in the system.

The approval system is activated.
You are assigned to a user group that at least has the permission Approver in the Approval System Section.

Before data changes are accepted in the system, they must be approved by a second person.

Click on Action Center in the side bar.
Review the changes.
When the changes are allowed, click in Approve else Deny.
If you deny a request, comment on it so that the editor understands why his request was denied.

📘 Note: It is not possible to approve a request when you are in a group that is editor and approver. You always need a second person.

You have approved a request to change data. You can see a history of your request/approvals in the history tab.