Call for Pre-Approvals

This page outlines how to call for Pre-Approvals

Step 1 - Navigate To Organisations

On the side navigation, select Organisation.

Organisation and Company are used interchangeably to describe any entity or cohort.

Step 2 - Select an Organisation

Click on the row of the organisation you wish to select or press the menu icon on the right hand side and select Modify.

Step 3 - Send Pre-Approval Email

At the top of the screen click Email Actions then select Pre-Approval and then Send Pre-Approval

Quick Tip - The Email Actions can also be found in the side menu from Step 2.

Step 4 - Confirmation

To confirm the email has been sent, you will see the confirmation toast at the bottom of the screen.

You can also check the communication history at the bottom of the screen. A line item will appear with the date and time the email was sent.