Approvals Manager

The Approvals Manager gives admins a single place to review and respond to different types of pending approvals.

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

You can filter the list by request type and any available sub-filters. For example, you can filter for Volunteer Time Off (VTO) requests, then filter by VTO program.

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 the Fundraisers Manager.

In the CSRconnect Admin Portal, select Manage Approvals.

Approval Types

If your community requires the following approval types, you can manage them through the Approvals Manager. To view an approval type from the Approvals Manager, your role must have the corresponding permission.

• Community Reinvestment Act (CRA) activities - Requires the Can Approve CRA permission

• Fundraisers - Requires the Can Approve Fundraiser permission

• Incentives - Requires the Can Manage Incentive Programs permission

• Match requests - Requires the Can Manage Match Programs permission

• Volunteer opportunities (Events and Projects) - Requires the Can Approve Events permission

• Volunteer grants - Requires the Can Manage Volunteer Grants permission

• Volunteer Time Off (VTO) requests - Requires the Can Manage Volunteer Time Off permission

Pending Approval Email Notifications

To opt in to email notifications for pending approvals, select Receive pending approval notifications.

Admins receive pending approval email notifications once per day. The email only includes the approval types the admin has permission to manage.

You can preview the Pending Approvals Email Digest (GC008) in the CSRconnect Email Library.