Once a policy is published and associated with a sign-in flow, every invite processed through that flow follows the defined approval workflow. This article covers what that looks like in practice for people on all sides of the approval.

For approvers, it covers the email notification, how to approve or deny an invite, the approval and denial reasons field, and how to complete approver-only fields through a Data Collection step.

For hosts and employees creating invites, it covers how policy fields appear on the invite form, how to track an invite's progress through the workflow, and what the confirmation looks like once an invite is approved.

The designated approver will receive an email notifying them of a new approval. They can click the link in the email to open the invite, or view it in their invite log and approvals log.

The approval step will be listed on the right-hand side of the invite. From here, admins can approve or deny as needed.

When completing this step, a text box will open for an additional note for the approval/denial reason. This is separate from the Private notes field and cannot be edited or deleted.

If the policy includes a Data Collection step assigned to the approver, a prompt appears to complete those fields before the workflow continues.

Users can view the step the invitation is in by clicking into the Advanced Approval Process column.

Employees will be able to follow the same process for standard invites, but any newly added policy fields are marked as required.

After sending their invite, employees can check its progress in the invite log.

Once an invite is approved, the employee will receive an email confirmation of the visit, and the invitation will be sent (if selected).