Permissions and approvals
7 articles
Answer a permission card
An employee asks before it does something risky. It declares those steps up front, so you see one card for the task instead of many pop-ups.Approve with a tap
You may see "That needs your tap on the card. Open the card and choose there." Approvals are given by tapping a card in the chat. A spoken yes does not count.Manage your rules
Rules decide what employees may do without asking. Find them in Settings under Employee defaults, in the page called Rules.Review what employees did without asking
Settings has an Activity page that lists actions your employees took, grouped by Today, Yesterday and date.Undo a send or a delete
When an employee sends something for you, a short Undo chip can appear with a countdown.Answer a "Keep going?" card
An employee pauses and asks when a task has used more than usual.What always needs you
A few things never run on a rule or an approval from anyone but you.