Approvals Manager

The Approvals Manager provides one place from which admins can review and respond to different types of pending approvals.

Admins can view details about the approval request, elect to Approve or Decline the request, and enter a message to the employee along with the approval or denial. For some approval types, admins can select Resubmit to request additional information from the employee.

Tip: You can still review approval requests from their designated pages in the CSRconnect Admin Portal. For example, if you need to approve a new fundraiser, you can do so from either the Approvals Manager or from the Fundraisers Manager.

In the CSRconnect Admin Portal, select Manage Approvals in the upper right.

If the following approval types have been enabled in your community, they can be addressed through the Approvals Manager:

  • CRA activities

  • Fundraisers

  • Incentives

  • Match requests

  • Volunteer opportunities (Events and Projects)

  • Volunteer grants

  • VTO requests

To view an approval type from the Approvals Manager, admins must have the corresponding permission.

  • CRA activities: Can Approve CRA

  • Fundraisers: Can Approve Fundraiser

  • Incentives: Can Manage Incentive Programs

  • Match requests: Can Manage Match Programs

  • Volunteer opportunities (Events and Projects): Can Approve Events

  • Volunteer grants: Can Manage Volunteer Grants

  • VTO requests: Can Manage Volunteer Time Off

To assign permissions to admin users, see Roles and Permissions.