How to approve or reject a request
This lives under My. You do not create an approval here. A workflow on another record (an OKR, a deal, a secret request) sends one to you. Who can approve is set on the model. See Permissions and Workflows.
A badge on My usually means someone is waiting on you. The My tour opens Pending, then Requests.
How to decide on something waiting on you
- Open My. Click Approvals, or follow the badge on My.
- Stay on Pending. That list is waiting on you.
- Open the row. Read what was asked.
- Approve or reject. Leave a comment if the form asks for one.
- Save. The person who submitted it sees the result under Requests.
Example: a teammate asks for the shared Slack login. You see it under Pending, approve it, and they can open the password. See Secrets.
How to check something you submitted
- Open Approvals → Requests.
- Find the row. It shows whether it is still waiting, approved, or rejected.
- You do not approve your own request here. Wait for the assigned person.