> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Review automation approvals

> Assigned reviewers: inspect pending automation content, approve or reject it, and understand the recorded outcome.

**Audience:** Authorized reviewers, usually MSP staff. Your MSP assigns reviewers through the automation configuration. A Company user should review an action only when explicitly assigned and permitted; a visible button alone does not establish that access.

<Warning>
  Approving an action releases it for execution and can send an email or perform the configured workflow. Review the recipients and content before approving. The row and bell quick-action buttons submit the decision directly.
</Warning>

## Review a pending request

<Steps>
  <Step title="Open Pending Approvals">
    Go to **Notifications > Pending Approvals**. Choose **Pending** in the status filter to focus on requests awaiting a decision. **All statuses** includes recent review history.
  </Step>

  <Step title="Open the review">
    Select the request row. Check the rule, action type, requested time, and expiry when shown. For an email, review **Recipients** and **Email Preview**.
  </Step>

  <Step title="Make changes if needed">
    For editable email content, select **Edit**, update **Subject** or **Body**, then select **Preview** to review the result. Recipients are displayed for review; this editor does not offer a recipient-change control.

    Add **Review Notes (optional)** to explain the decision. Content edits remain in the dialog until you approve; Preview is not a save action.
  </Step>

  <Step title="Submit the decision">
    Choose **Approve** or **Approve with Changes** to release the action, or **Reject** to stop that pending request. Wait for confirmation. **Cancel** closes the dialog without submitting the decision or saving the draft edits.
  </Step>
</Steps>

If you already reviewed the full context, the table's **Approve** and **Reject** quick actions can submit the decision without opening the editor. They do not provide a second confirmation or an opportunity to add review notes first.

## Check history and delivery status

Use **All statuses**, **Approved**, or **Rejected** to find recent decisions. The Approved filter also includes items displayed as Sent. Table column filters can narrow the status or rule further; clear them if an item seems missing.

<Frame caption="The status filter separates pending requests from review history.">
  <img src="https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/notifications-approval-status-filter.png?fit=max&auto=format&n=CuJu_16D8ZGdquKW&q=85&s=a30bfba93288229bdfa5571d24df0802" alt="Approval status filter with All statuses, Pending, Approved and Rejected." width="284" height="268" data-path="images/product/notifications-approval-status-filter.png" />
</Frame>

| Status   | Meaning                                                                                                       |
| -------- | ------------------------------------------------------------------------------------------------------------- |
| Pending  | Awaiting a decision within its approval window.                                                               |
| Approved | The decision was recorded; execution follows separately.                                                      |
| Sent     | The approved action's execution has been recorded. For email, this does not prove that the recipient read it. |
| Rejected | The pending request was rejected and is not released by that decision.                                        |
| Expired  | The approval window has ended. It cannot be reviewed as a current pending request.                            |

Open a history row or use **View** to inspect its content. Modified-content indicators and saved notes help explain the earlier decision. History is for reference; a processed request cannot be approved again.

## Troubleshooting

* **Not authorized:** ask the MSP to confirm the assigned reviewer or role. General portal access does not grant every approval.
* **Expired or already processed:** check the current status before trying again. Another reviewer may already have acted.
* **Approved but not Sent:** approval and execution are separate. Ask the MSP to check the automation execution before creating another request, which could duplicate the intended action.
* **Approve is disabled:** check the edited content for missing or invalid required fields and wait for any current action to finish.

## FAQs

<AccordionGroup>
  <Accordion title="Does viewing a request approve it?">
    No. Opening a row is a review action. Approve, Approve with Changes, and the quick Approve button submit the decision.
  </Accordion>

  <Accordion title="Can I change email recipients in the review dialog?">
    The dialog shows recipients but edits only the supported content fields. Ask the MSP to correct the originating workflow when recipients are wrong.
  </Accordion>

  <Accordion title="Are edits saved when I select Preview?">
    No. Preview changes the display mode. Content changes are submitted with approval; Cancel discards the draft edits and notes.
  </Accordion>

  <Accordion title="Can I undo an approval from this screen?">
    There is no undo decision action. Approval can release external work immediately. Contact the MSP promptly if the decision was wrong.
  </Accordion>

  <Accordion title="Why does Approved include Sent items?">
    Sent items were approved before execution. The Approved filter groups both stages; the row status distinguishes them.
  </Accordion>

  <Accordion title="Does rejecting this request disable the automation rule?">
    No. It rejects this pending request. The MSP manages the rule separately in Automation settings.
  </Accordion>

  <Accordion title="Does a Company administrator automatically approve every request?">
    No. Review authorization depends on the configured assignment and applicable access. Ask the MSP when you are not an authorized reviewer.
  </Accordion>
</AccordionGroup>

## Related guides

* [Read and manage notifications](/user-guides/notifications/read-notifications)
* [MSP automation settings](/user-guides/settings/automation/index)
