Documentation Index
Fetch the complete documentation index at: https://help.loopiq.com/llms.txt
Use this file to discover all available pages before exploring further.
Understand Approvals by Role Type
What this does
This guide explains how approval policies work when approvers are selected by organization role, team role, or additional direct users.Approval role types
Approval policies may use:- organization-level roles
- team-level roles
- additional explicit approvers
How organization-level roles work
Use organization-level roles when the same type of approver should be eligible across the organization. Examples:- organization admin
- governance lead
- compliance reviewer
How team-level roles work
Use team-level roles when the approver should come from the team associated with the record. Examples:- team admin
- team lead
- delivery manager for the owning team
How additional approvers work
Use additional direct approvers when a specific person must also be included for a particular policy or rule.Steps to review approval behavior
- Open the approval policy.
- Review the subject type.
- Review the approver roles listed.
- Check whether the roles are organization-scoped or team-scoped.
- Confirm minimum approvers.
- Review any extra approvers added through automation rules.
Tips
- Use organization roles for broad governance paths.
- Use team roles for operational ownership.
- Keep approval design simple where possible.