If you haven't already read Get started with Approval, please check that out first for a quick introduction to your one-stop approval platform.
This article covers how administrators can use Approval. To learn about how you can request approval, see Get started with requesting approval. If you need to learn about how to play your role in approving or rejecting requests, see Get started with handling approvals.
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I. Types of approval administrators
Approval administrators can access the Approval Admin and manage approvals, including by designing forms, customizing processes and configuring rules.
There are three types of approval administrator, each with its own scope.
See How to add administrators for Lark Approval? to learn more about the types of approval administrators and the setup methods
II. Go to Approval Admin
- Method 1: In the Lark desktop app, enter the Approval app through Workplace and click Admin Console in the upper-right corner. The link to Approval Admin will only be visible to administrators.
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- Method 2: Administrators can go to the Lark Admin Console > Workplace > App Management. On this page, find and enter the Approval app and click Go to App Admin Console.
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In Approval Admin, you will see the interface below. Its exact content will depend on which administrators permissions you have.
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- Approval Admin: Create and edit rules for approvals.
- Data Management: Check on, and intervene in, the approval processes. If a member is resigning, you can also manually hand over approvals here.
- Leave & Attendance: This module has been moved to Attendance Admin.
- Recommended Configuration: Set the layout of approvals in the app.
- Permissions Management: View a list of the organization's approval administrators, add and manage approval sub-administrators.
III. Five steps to master approval management
On the Approval Admin page, click Create Approval.
From here, you can either select a template to modify, create a new approval from scratch, or integrate approvals from a third-party system.
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- Set its basic information
In the Basic Info step, naming the approval and placing it in a group is necessary. You can also optionally choose an icon, add a description, limit who can submit a request and more.
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In the Form Design step, you will choose the content of the form which requesters will complete.
Drag and drop the widgets from the left-hand side to add them to your form. Once you've added a widget, you can make further choices, such as whether or not requesters will have to fill in that particular widget.
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In the Process Design step, you will need to determine which members will be responsible for dealing with the approval.
Click on an approval node to customize it, including who will approve this step and what permissions they will have.
You can also click the + to add another approver, a CC recipient, a handler or a conditional branch, so that the approval process will better meet your organization's needs.
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- Explore more options
In the More step, you can customize optional settings for the approval, including:
- Whether or not requesters can modify or recall their request, or submit a request on another member's behalf
- If approvers can process approvals in a batch, and whether approvers who appear multiple times in the same process will have to deal with it repeatedly
- Who can forward requests and what information will appear in notifications related to this approval
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Finally, click Publish to make the approval available to members.
IV. Related
You've now learned all you need to know to start managing Approval. You can click the links below to explore more about using Lark Approval.
- For more information about Approval's features, plus tips to get more out of the app and troubleshooting, go to the Help Center.
- To keep up to date with the newest features, see Approval Updates.