Approve an Account, Service or Application
When the signup workflow has been implemented with manual approval steps, you have several approaches to take action on approvals.
After this section you will be able to make approvals for any step in the signup workflow.
The approval step is slightly different depending on the trigger and what is being approved. If you receive an email notification then follow the next step. Otherwise choose the steps depending on whether you want to approve an account, service or application.
Scenario: Email Notification Received
If you receive an email (as admin) notification that one of your developers has an item pending approval, you can copy/paste the URL for the item into your browser. This will take you directly to the page to make the approval.
Scenario: Account Approval
From the Accounts page, you can search for specific accounts, or filter all accounts which are in a “pending” (for approval) state. Individual approvals can be made directly on each row, or you can select several rows at a time, and then perform a bulk approval.
Scenario: Service Approval
From the Service Subscriptions page, you can search for specific subscriptions to a service, or filter all subscriptions which are in a “pending” (for approval) state. Then you can select one or several subscriptions at a time, and perform a bulk approval.
Scenario: Application Approval
From the Applications page, you can search for applications, or filter all applications which are in a “pending” (for approval) state. Then you can select one or several applications at a time, and perform a bulk approval.
Another scenario is to start from the details page for a developer Account. From there you select which application you wish to approve. On the application details page, you can make the approval.