How do I approve or reject an asset template?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.
If a user has admin privileges and/or their role has the “Template Approval” permissions on, they can set a template require admin approval for use or editing.
To mark a template as requiring admin approval, open the "info" section of the template in question, click on on the "enable" checkbox, and then select either "1 Step Approval" or "2 Step Approval" form the "Approval Steps" drop-down menu.
If the “Needs Approval” box is selected, when a user attempts to access or use the template, an email notification will be sent to the administrator(s) to approve the email.
The administrator can then preview the email, select approve or reject, and add any additional notes to send to the end-user.
Click on the thumbnail to preview the email template. To approve or reject the template, click on "Click here to review"
Alternatively, login to your account and go to "Setup" > "Asset Management" > "Templates for Approvals".
From there, find the entry for the user's template access request and click on the "Approve" or "Reject" button for that entry.
Once approved or rejected, the end-user will receive an email notification:
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