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.