Overview
Review Groups let you create a structured, multi-stage email approval process. Each group can include one or more users. Each approval stage must be completed before the email moves to the next stage. This process ensures every email is reviewed in the correct order.
Note: This feature requires admin access.
How Review Groups Work
You must be a member of a Review Group to approve emails.
Users must also have Approval permission before they can be added to a Review Group. See Role Permissions to learn more.
Each review stage can require one of two approval options:
All users in the stage must approve before the email moves forward.
One user in the stage can approve to move the email to the next stage.
Access Review Groups
Click Admin in the top-left corner.
Select Company from the left navigation.
Click 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 appear in the list.
Drag users to arrange the approval order.
Click OK to save the Review Group.
Your new Review Group will now be available during the email approval process.
Example Review Group
In the example above:
Stage 1: Either Reviewer 1 or Reviewer 2 can approve. Only one approval is required.
Stage 2: Reviewer 3 and Reviewer 4 must both approve before the email moves forward.
Stage 3: The Senior Reviewer provides the final approval.
If any reviewer requests changes, the email returns to Stage 1. The approval process starts again from the beginning.
To ensure reviewers receive notifications:
Verify each reviewer is assigned to the correct stage.
Use the manual notification option if needed.
Tip: Place your most senior approver in the final stage. This helps catch final issues before the email is sent.
Use a Review Group in an Asset
After you create a Review Group, you can use it when sending an asset for approval. The Review tab displays the current approval stage. It also shows which reviewers have completed their approval. This makes it easy to track the approval process from start to finish.
Open the asset you want to review.
Click the Review tab.
Click Send for Review.
Select your Review Group.
Send the review request.
Return to the Review tab at any time to view the approval status.
The Review tab shows:
The current approval stage.
Which reviewers have approved.
Which reviewers are still waiting to respond.
Whether the review is complete or has been sent back for changes.
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.