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What can I find under Settings › Workflows?

Learn what the Settings, Creative workflows and Approval workflows pages are for.

Written by Justin Verhoeve

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.

Looking for incoming requests? You review and approve them in Dashboard › Workflows. Read How do I use the Workflows dashboard?

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