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How to configure approvals

This tutorial guides you through setting up an approval workflow for creating service actions in your organization. You’ll learn how to create approval actions, define policies, and set up notifications to manage the approval process effectively.

This guide applies to other entities and actions

While this tutorial focuses on approvals for creating services, you can apply the same steps to other entities and actions available for approvals, such as creating scopes.

Key terms to know​

Before you begin, these are some terms you’ll come across in this tutorial:

  • Approval action: An operation (like creating a service) that requires approval.
  • Policy: A set of rules that determine whether an action is approved, denied, or sent for review.
  • Conditions: Rules a policy checks to decide the outcome.
  • Policy evaluation: The process of checking if a policy’s conditions are met.
  • Notification channel: A way to notify approvers about pending requests (e.g., Slack or HTTP).

Approval process overview​

The approval setup process involves four main steps:

Where do I start?​

We recommend starting by creating an approval action, followed by setting up a notification channel to test if the approval action triggers the approval request. Once this is working, you can proceed to create policies and associate them with the action to define the rules for when the action is triggered.

While you can start with either approval actions or notification channels, it’s best to leave creating policies until the end to avoid confusion.

What's next?​

The next sections walk through each step in detail.

Jump to the relevant section or follow the guide sequentially.