Overview
Review Groups let you define a structured, multi-stage email approval process. Each group can include one or more users. Each stage of the approval must be completed before the email moves to the next. Note: This feature is requires admin access.
How Review Groups Work
You must be part of a Review Group to approve emails.
Users must have “Approval” access to be added. Learn more about Permissions and Roles.
Review stages can be set to require:
Approval from all users in that stage, or
Approval from just one user to proceed.
Example Workflow
To explain this further let's look at this approval group:
Stage 1: Mikayla or Shaira can approve (only one needed)
Stage 2: Josh and Nadia can approve (only one needed).
Stage 3: Angie must approve alone.
If anyone requests changes, the email returns to Stage 1 and restarts the approval process.
Tip: Add your most senior approver to the final stage to minimize back-and-forth reviews.
Access Review Groups
Go to the Admin section (top left corner).
Click Company on the left sidebar.
Select Review Groups.
Create a Review Group
Click Create New Review Group.
Enter a descriptive name.
Add users to the group.
Only users with “Approval” permission will appear.
Drag and drop users to set the approval order.
Press Ok to save the review group.
Your new Review Group will now be available during the email approval process.
Related Features
Dynamic Approvals: Create temporary approval groups as needed. Learn more
How to Approve an Email: View article
Need more help? Contact support via live chat using the chat bubble in the bottom right corner or email support@knak.com.