Under Settings › Workflows you set up the workflows in your portal. The menu has three pages: Settings, Creative workflows and Approval workflows.
Settings
Here you choose the global approvers: users or groups who approve requests in all creative and approval workflows. Use the search bar to find a user or group.
⚠️ Important: Global approvers override the approvers you set per workflow. Review these settings carefully to avoid unintended approval routing.
Creative workflows
Creative workflows collect creative requests. Users fill in a request form for design work, such as a flyer, a visual or other marketing materials.
Approval workflows
Approval workflows add an approval step to orders and downloads. Approval can happen in advance, before the user can continue, or afterwards, when an admin checks the result.
Read more in What type of workflows can I create? and How do I set up a workflow?
Looking for incoming requests? You review and approve them in Dashboard › Workflows. Read How do I use the Workflows dashboard?
