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Enable internal approvals

Streamline your approval process to ensure quality and manage credit spend effectively.

Updated over 3 months ago

What are internal approvals?

Our Approval feature allows admins to review and approve test submissions, ensuring tests meet quality and budgetary requirements before they go live.


How to enable approvals

  1. Click the ‘Manage’ button on the relevant team.

  2. Toggle the approval settings:

    • Require approvals: Only Organisation Admins can approve test submissions.

    • Allow team admins to approve tests: Both Team and Organisation Admins can approve tests within the team.

For more details on controlling admin access, refer to this article.


Approval workflow

Test submission

When a user submits a test, the system triggers:

  • An email notification to Organisation or Team Admins, stating approval is required.

  • A notification in the Ideally Notifications tab.

Approval process

Admins can review the test and take the following steps:

  1. Click on the test.

  2. Select ‘Approve’.

    • The user receives a confirmation email and an in-app notification that their test has been successfully submitted.

  3. Optional: Admins can make edits to the test (e.g., reword questions) before approval.


Rejection process

If a test is not approved:

  • Admins must provide a reason for the rejection.

  • The system notifies the user of the rejection and includes the reason provided.

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