Workflow

Approvals & Auto-Approval Rules

How requests flow through review, and how to safely auto-approve routine licences.

Every incoming request lands on Approvals. You can review manually or let auto-approval handle routine ones.

Manual review

  1. Open the request
  2. Check dates against blackouts and exclusivity windows (auto-checked, but verify)
  3. Adjust the proposed fee if needed
  4. Add internal notes for your team
  5. Approve, request changes, or reject with a reason
[Screenshot placeholder: Approval detail view with conflict report]

Auto-approval

On each play, configure rules. When ALL rules match an incoming request, it skips your queue and goes straight to contract.

Auto-approval is a hard match — any unmet rule sends the request to manual review.