Approval Flow allows admins to set different user roles and control who can launch studies and who can approve draft projects.
Approval flow is separate from account permission roles.
Requirements to configure approval flow
To access this feature, your workspace must be subscribed to the Pro plan, and you must be an Admin. Anyone with a standard user role cannot configure the approval flow.
Approval roles are set for both PlaybookUX panel studies as well as 'bring your own participants' studies.
Configuring approval roles
Head to your "Account settings" under the "Team" tab to configure approval flow roles.
You'll see a column called "Project approval" with 3 options.
Approver
Doesn't need approval
Needs approval
An "Approver," is someone who can launch projects without requesting approval and can approve project plans for other team members.
A team member with the "Doesn't need approval" role is excluded from the approval flow. They can launch their own projects without approval. However, they are not able to approve someone elses study.
A team member with "Needs approval" role will not be able to launch a study without getting approval from an "Approver."
Launching studies
When someone with the role "Needs approval" configures their study, they will see a button called "Submit for approval" while creating their project.