Approval workflows
Learn how to create complex approval requirements to keep your workplace safe and in compliance.
13 articles
- About Approval WorkflowsLearn how to use conditional workflows to support complex entry requirements and stay compliant.
- Enable walk-up visitors for Approval workflowsAllow walk-up visitors to sign in through the same secure policy as invited visitors
- Custom admin roles for Approval workflowsLearn how to delegate access to Approval workflows by creating a custom admin role.
- Creating a Policy: Fields, Conditions, and Approval stepsLearn the basics of creating an Approval Workflows Policy to keep your workplace secure.
- Complex Policy steps: Concurrent approvals, Location overrides, and Risk intelLearn how to use advanced policy steps, including blocklist screening, to configure complex workflows in your Approval workflows policy.
- Building, Publishing, and Using Your Policy for Approval workflowsAfter creating your policy fields, learn how to build your policies and assign them to sign-in flows.
- Approving visits, Data Collection, and Invitation Experience for Approval workflowsLearn how to complete your approval step, collect data, and invite visitors with approval workflows.
- Pre-registration for Approval workflowsCollect information directly from visitors before they arrive by adding visitor fields to your policy.
- Decision tables for Approval workflowsLearn how to use Decision tables for complex entry workflows.
- Migrating sign-in flows to PoliciesConvert existing visitor sign-in flows and approval rules into a Policy to be used with Approval workflows.
- Using third-party screeners in a PolicyLearn how to integrate screening into your approval workflows.
- Automated Re-evaluation for Approval workflowsEnsure your visitors stay compliant, even if their invite details change.
- Approval Workflows: Glossary of termsLearn the terms used for different functions and features of Envoy's Approval Workflows.