Approvals

When something is waiting for a decision, Home and the Assistant page say so at the top; that notice opens Approvals, which lists what Neugent has been asked to do that needs a person: what it would do, who asked, and how long ago. Approve it and it runs immediately; decline it and nothing happens. Either way the decision and who made it are recorded.

Set the policy

Owners and Admins set the rule at the bottom of the Approvals screen:

• What needs approval. Reads never wait. Choose whether small changes, anything that leaves the company (email, text, a call, a booking), and large changes need a decision. Out of the box, the last two do.
• Who can act without waiting. Owners and Admins by default.
• Bulk limit. Reaching more than this many people at once always needs approval.
• Expiry. A request nobody decides is closed after this long.