Overview
The Project Approval feature allows Super Admins and Regional Admins to review, approve, or request revisions for projects created within their organization.
Why This Feature Matters
Ensures quality control before project activation
Prevents incorrect or incomplete project setups
Enables governance for enterprise accounts
Project Statuses Explained
Status | Meaning |
Pending Approval | Project is awaiting admin review |
New | Project approved but no activity yet |
Need Revision | Project rejected and required changes |
How to Approve a Project:
Go to Projects Page. Locate project with “Pending Approval” status. Click Approve on the project card
Steps from Project Details Page
Open the project.Review project details
(Optional) Edit details if required.Click Approve
Note: You must check the billing acknowledgement checkbox before approving
After Approval Process:
Status changes → Pending Approval → New
Creator receives:
Push notification:
“Your project <name> has been approved”
Email notification
How to Reject (Request Revision for) a Project
Steps to Reject a Project
Open project (from card or details page).Click Reject (Need Revision).Enter mandatory reason for rejection.Submit
After Rejection Process:
Status changes → Pending Approval → Need Revision
Creator receives:Push notification:
“Your project <name> needs revision” Email notification
Visibility of Rejection Reason
Displayed on: Project details page.Hover on status (Projects page & Map view)
How to Edit Project Before Approval:
Before approving or rejecting
During revision stage
Open Project Details Page.Modify required fields.Click Save.User receives email notification: Project details updated
Resubmitting a Project After Revision:
Open project with Need Revision status.Update required details. Click Save & Resubmit
Important Rules
Project becomes locked after resubmission
Cannot edit until admin action (approve/reject)
No limit on resubmission attempts
Filtering Projects by Approval Status :-
Go to Projects Page.Use filters: Pending Approval.Need Revision
Clicking Pending Approval data point automatically filters projects
Auto Approval for Admin-Created Projects: When a Super/Regional Admin creates a project
Admin creates project.Billing acknowledgement shown immediately
On submission: Project is auto approved.Status becomes New
Permissions Summary :
Action | Permission |
Approve Project | Super/Regional Admin |
Reject Project | Super/Regional Admin |
Edit Project | Admin + Creator |
Resubmit Project | Creator |
View Projects | All authorized users |
Best Practices For Admins
Always review project details before approval
Provide clear rejection reasons
Use filters to manage workload efficiently
For Project Creators
Ensure complete and accurate details before submission
Address all rejection comments before resubmitting
We hope this article has been helpful. If you have any questions please reach out to [email protected]