Note: This article describes the old event approval system based on departments and tags. This system can no longer be enabled in new accounts, but it may still be in use in accounts created before 2026.
In new accounts, set up approval with approval workflows, as described in Approval Workflows: Multi-Level Event Approval.
💡 Only users with the Administrator or Manager role can approve requests.
You set up approval on the approver's profile, on the Requests & Data access tab. There are three options:
by department – the approver approves requests from all employees in the selected departments,
by tag – the approver approves requests from employees with the selected tag, regardless of their department,
by department and tag – the approver approves requests from employees with the selected tag within their own departments.
Without any restrictions, the approver has access to all employees.
Approval by department
1. Open the approver's profile and go to the Requests & Data access tab.
2. Restrict the approver to one or more departments and save the changes.
The approver then only approves requests from employees in these departments.
⚠️ Restricting the approver to departments also restricts what they see: in the app, they only see employees in these departments.
Approval by tag
Tags let you assign specific employees to an approver, regardless of their department. This way you can also set up an approver for department managers.
1. Create a tag: go to Users › Tags, click Add tag in the top right corner, enter a name (for example Approves ADMINISTRATOR) and save.
2. Assign the tag to the employees whose requests the approver should approve:
a single employee – on their profile, on the General tab in the Tags field,
several employees at once – select them in the user list and choose Actions › Manage Tags.
3. Open the approver's profile and go to the Requests & Data access tab. Select the option to manage requests for tags in chosen departments, then select the tag the approver is responsible for. Save the changes.
The approver only receives requests from employees with the selected tag. If several approvers are responsible for the same tag, all of them receive the request, and it is handled by whoever responds first.
Approval by department and tag
If the approver is restricted to departments and also approves by tag, they only approve employees with the selected tag who belong to their departments. However, they can see all employees in these departments.
In the example above, the approver is restricted to the Production and Sales departments, so they only see employees in these two departments. They approve requests from all employees with the Approves ADMINISTRATOR tag in these departments.
Example: an approver for a department manager
A department manager approves the requests of their employees, but their own requests must be approved by someone else, for example a director. You can set this up with a tag:
Create a new tag and assign it to the department manager.
On the other approver's profile, on the Requests & Data access tab, select approval by tag and choose the new tag.
All users who approve this tag will receive the department manager's requests. The manager still approves the requests of employees in their own department.