Require approval for changes
A policy holds a kind of change until an approver decides it. Use it for changes that reach customers or move money, such as a price.
Switch a policy on
Section titled “Switch a policy on”- Open Settings → Approval policies. Only an Administrator or General manager can.
- Find the operation. Each reads Applies immediately or Needs approval.
- Turn on Require approval. The change saves at once, and a failed save puts the switch back.
The operations you can gate:
- Product price, media, name, description and attribute changes
- Price list rule changes
- Production cost changes
- Document issuance
- Purchase order confirmation
- Production start
- Specification changes
- Customer price list assignment
Reviewer role shows the role that reviews: Approver.
A new workspace starts with approval required for changes to a product’s price, photos, name, description and attributes. The others start off.
Who is exempt
Section titled “Who is exempt”Anyone who can approve applies their own change directly: Administrators, General managers and people with the Approver role. Everyone else’s change is held. Holding a change for someone who could approve it would only put it in their own queue.
The person who made the change sees “Sent for review — the change is waiting for approval”.
Connected assistants
Section titled “Connected assistants”An assistant connected through Settings → MCP access acts as you. By default it proposes and you approve, even if you could apply directly. The token has This agent may change things without approval; leave it off to keep that. See Skipper, the AI assistant.