How to set up Invite Approvals
With Invite Approvals enabled, specific admins can be alerted when an invite is created by your employees (non-admins) for designated visitor types.
Navigate to Visitors > Settings > Sign-in flow.
Click Edit next to the Sign-in flow you want to enable Invite Approvals for.
Click on Security at the top navigation bar.
Click Enable next to “Require approval before invites are sent”.
Choose which reviewer to alert when a visitor is invited.
Click Save.
Repeat the above steps for each sign-in flow in which you want Invite Approvals enabled.
Next time an employee creates a visitor invite, they will see "Approval from an admin required" under the Visitor type and the option to "Submit invite for approval."
FAQ
If an invite is created by a Global, Location, or Front desk admin, the invite will be auto-approved. Only invites created by non-admins will require approval.
Enabling approvals will require all invites (single, bulk, recurring, and group invites) to go through a review before being sent out.
Approvals are enabled for invites, per sign-in flow. This means you must enable and select an admin for each sign-in flow.
Reviewers are only designated to be alerted to review invites for that specific location.
Global and Location admins are always able to approve invites, even if they are not explicitly added as someone to be alerted.
If your admin is not receiving emails to approve, please ensure they have Email toggled on in their Profile > Notification settings.
Reviewing Invites
Admins can review invites from the Envoy dashboard as well as in email. The dashboard is the best place for bulk reviews of invites
Email view
Each invite for a relevant visitor type will trigger an email that asks the admin(s) to review.
By clicking Review now, you'll be taken to the invite, where you can review and approve/deny.
Dashboard View
Under the Visitors > Approvals, you can find the Approvals log, consolidating all pending invites for review.
Admins can find upcoming invites by updating the date filters at the top of the page. The default display is the current day.
The Invites log will also show any pending invites for the day selected.
Once an invite is approved or denied, it will be updated to reflect its status. It will show the admin who approved it, as well as the day and time it was approved.
How employees stay updated during invite review
Employees are alerted via email after an invite is sent and needs review.
An invitation is not sent to the visitor until the invite has been approved.
Employees can also see the status of their pending invites by navigating to Visitors > Invites.
If that invite is rejected, the employee who created the invite will receive an email notification. In this instance, the invite recipient does not receive any notifications.
If that invite is approved, the employee will receive an email notification.
