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How different is company-managed from team-managed approval?

There are a few slight differences between Approvals in company-managed and team-managed projects.

Admins

In company-managed projects, admins will need to:

  • Check a user field already exists, or create a new one

  • Add the user field to the issue type

  • Configure the field in the request type

  • Add the approval step to the workflow

In team-managed projects, configuring approvals is a lot simpler:

  • Add an approval step in the workflow

The product will automatically create and associate the field to the request type for you.

Agents

Agents can modify the list of approvers via the approvals panel during the approval step.

Note: If the customer adds approvers, the field will remain visible on the issue view for agents to see.

Last modified on Apr 6, 2021
Cached at 8:55 PM on May 16, 2021 |

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