Approvals

  • Published on Feb 4, 2026
  • 3 minute(s) read
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The Approvals page is a centralized workspace to provide full visibility and control over campaign approval workflows. It allows you to monitor approval statuses, review campaign details, and take role-based actions without navigating to individual campaigns.

The Campaign Approval Mechanism is currently available for Web Templates, Onsite Experiment, and InStory.

If you want this feature to be enabled for your account, reach out to the Insider One team.

The Campaign Approval Mechanism provides structured governance and operational efficiency through the following benefits:

  • Centralized approval management

All approval actions and statuses are managed from a single, unified interface.

  • Faster decision-making

Reduced navigation steps enable quicker reviews and approvals.

  • Improved auditability

Accessible logs ensure full visibility into approval history and actions.

  • Role-aware actions

Permissions are enforced based on user roles, strengthening governance and compliance.

  • Reduced operational friction

Enterprise teams can collaborate more efficiently with fewer manual handoffs.

  • Save as Default Filtering

The Save as Default filtering capability allows users to apply personalized filters and store them as their default view. This ensures that preferences are preserved across sessions and removes the need to reapply filters each time the page is accessed.

How the Approval Mechanism works

To access the Approvals, navigate to Components > Approvals.

The Approvals Page lists all campaigns that are part of the approval workflow across supported channels and products. All related approval logs are directly accessible from this page, ensuring full transparency and auditability.

You can view campaigns categorized by status:

  • Pending: Awaiting approver action

  • Approved: Successfully approved and ready for launch

  • Rejected: Declined with feedback

  • Timed Out / Expired: Approval was not completed within the required timeframe

Each campaign entry includes:

  • Campaign name

  • Channel/product

  • Assigned approvers

  • Submitter (Collaborator)

  • Approval status

  • Activity logs

Role-Based Actions

Actions available on the Approvals Page dynamically adjust based on user roles.

Available actions may vary depending on your user role and the campaign’s approval status. Some actions may be enabled or disabled to ensure workflow integrity and prevent unauthorized changes.

Assigned Approvers (Admin / Enabled Editor)

The Assigned Approvers can perform approval actions directly from the page:

  • Approve campaigns

  • Reject campaigns

  • Cancel approval requests

  • Review approval logs

  • Navigate to campaign details

If a deeper review is required, approvers can open the individual campaign settings.

Submitters (Collaborators)

Collaborators who submitted the campaign can:

  • Edit the approval request

  • Review approval logs

  • Change assigned approvers

  • Update the notes section

  • Cancel the approval request if updates are needed

  • Resubmit approval requests for campaigns that were rejected or timed out

This ensures flexibility while maintaining governance controls.

Non-Associated Admins & Editors & Collaborators

Admins or Editors who are not directly assigned to the approval can:

  • Review approval logs

  • Cancel the approval request when necessary

  • View campaign and approval details

This provides operational backup and prevents approval bottlenecks.

Other User Roles

Users without approval-related permissions:

  • Can only view the Approvals Page and review approval logs

  • Cannot modify approval requests

  • Cannot take approval actions

This protects workflow integrity while maintaining organizational visibility.

Important Notes

  • Actions are strictly permission-based.

  • Editing rules still apply — campaigns under approval cannot be modified unless the approval is canceled.

  • The page reflects real-time status updates to prevent conflicting actions.

Frequently Asked Questions

  • Who can access the Approvals Page?

All users can access and view the Approvals Page. However, the actions available (approve, reject, cancel) depend on the user’s role and permissions.

  • Can approvers take action without opening the campaign?

Yes. Assigned approvers can approve, reject, or cancel approval requests directly from the Approvals page without opening the campaign itself.

  • What happens if someone else cancels the approval request for my campaign?

If another user with the required permissions (Admin or Editor) cancels your approval request:

  • The approval flow is reset.

  • The campaign becomes editable again.

  • Collaborators must resubmit the campaign for approval before it can be launched.

All relevant parties are notified when an approval request is canceled.

  • Can Collaborators change approvers after submitting a campaign?

No. Campaigns cannot be edited while the approval process is active. If changes are required, the current approval request must be canceled first.

  • What happens if an unassigned Admin or Editor cancels the request?

The approval cycle is reset, and the campaign must be resubmitted for approval before it can be launched.

  • Can users edit campaigns from the Approvals page?

No. Campaign editing is not supported from the Approvals page. To make changes, users must first cancel the approval request and then navigate to the campaign settings.

  • Where can I see approval history and logs?

All approval-related logs and history are accessible directly on the Approvals page, ensuring full transparency and auditability.