When a campaign requires approval, a copy of your email is sent to a preset list of users called an approval group. Approval groups contain one or more approval users, and each user can be assigned to multiple groups.
If you are an admin user you can access the user group pages via the 'Admin' tab in the header bar at the top of the screen, then the 'Approval Groups' tab. The groups list page displays any existing approval groups.
On this page:
Create an Approval Group
You can create a new approval group using the 'Create Approval Group' link. This will open the approval group details form.
The form requires basic details for the group, including the approval group name and which workspace the group will be available in. This will default to all workspaces but you can specify a particular workspace using the drop-down box.
Click 'Save' to create the group, and it will now appear on the group list page.
You can manage an individual group by clicking on the relevant group name, and you will be taken to the approval group overview page.
The approval group overview displays details of the group and lists its current members.
You can change the group details using the 'Edit' link in the top right corner of the section, or using 'Edit Approval Group'.
Delete an Approval Group
You can delete the group using the 'Delete Approval Group' link. When you delete an approval group you will not be deleting the approval users that are in the group, only the group.
Add Members to an Approval Group
To add members to the group, the 'Add User to Group' button displayed below the group members table will bring up a list of approval users for you to select from. Once you have added a user, they will be listed in the group overview.
Note: Users must be set up as approval users before they can be added to an approval group. Refer to the Approval Users topic for more information.
Remove Members from an Approval Group
You can remove individual users from a group by selecting the relevant user and clicking 'Remove Selected'. Users who have previously been removed from a group can be re-added using the 'Add User to Group' button.