Approve or turn down a request (two-person approval)
When your organization uses two-person approval, a refund, void, cancelled pledge or deletion waits under Approvals until a different Owner or Admin approves it.
- 1
Someone asks
When someone refunds, voids, cancels a pledge or removes people (as set up), it isn't done yet. They see “Sent for approval — a second admin has to approve…”. Other Owners and Admins get an email and a phone notification.
- 2
Open Approvals
Click the “Waiting for approval” tile on Home, open Approvals from the Alerts page, or press Ctrl+K and type “approvals”.
Approvals. - 3
Read the request
Each request shows what it is (for example “Refund $360 of receipt #1042 (Levin)”), who asked and when. Click the summary to open the gift or pledge itself.
Requests waiting for a decision. - 4
Approve
Optionally type a note and click “Approve”. It's carried out right away and the person who asked is told.
Approve, or turn down with a reason. - 5
Or turn it down
Type a short reason in “Why not? (short)” and click “Turn down”. The person who asked sees your reason.
- 6
Withdraw your own request
If you asked, your request shows “Waiting for another admin” with a “Withdraw” button.
Tips
- A request nobody decides within 7 days expires; the person who asked is told and can ask again.
- “Decided” at the bottom lists everything approved, turned down, withdrawn or expired.
- Everything is in the Activity log.
If something isn't working
I can't approve a request.
You can't approve your own, and only Owners and Admins can decide. Staff see only their own requests.
It says the request expired.
Nobody decided within 7 days. Ask again from the gift or pledge if it's still needed.