Approvals is the fastest way to manage, track, and prove all of your ad-hoc approvals - from validating the entry of a new security to approving new user access or simple product decisions.
Unlike the existing Duality functionality, which is tied to predefined workflows and procedures, Approvals are designed for quick, flexible requests that don’t require a full process setup. With just a few clicks, users can submit a request containing all required information and route it to the right approver.
Instead of handling approvals over email or spreadsheets, companies can centralize everything in Daymi, creating a smooth approval experience with a clear, audit-ready trail - no more chasing approvals across inboxes.
Key Concepts
Request Type | A reusable approval template (e.g. “New Security”, “Access Request”). |
Owner Team | The team responsible for approving and managing a request type. |
Approval steps | One stage in a request type's review workflow. A type can have up to 6 approval steps, run in sequence. |
Approver | The person(s) allowed to approve or reject a request. |
Request | An individual approval instance created from a request type. |
Creating Request Types (Approvals)
Only Super Admins and Team Admins can create request types - and only if they belong to the team that owns approvals.
Path: Approvals → Request Types
Request Type Settings
Request Type Name | The name users will see when creating a request. |
Owner Team | Defines who owns the approval and who can see related requests. Users only see requests if they belong to the owner team (or one of the owner teams). |
Allow New Requests | Enabled → Users can submit new requests. Disabled → Users cannot create new requests for this request type. |
Who Can Submit Requests
All users | Everyone in the organization can create requests. |
Owner team only | Only members of the owner team can submit requests. |
Who Can Approve Requests
Team Admins | All admins of the owner team can approve. |
Specific user | Only selected users within the owner team can approve. |
Approval Steps
Each request type defines a review workflow of up to 6 approval steps, run in sequence. Each step is assigned to either the owner team's admins or specific named users.
A request is approved only when every step is approved. Two rules apply automatically at every step:
• The requester can never review their own request.
• The same reviewer cannot approve two steps in a row.
Send Confirmation To
When a request is approved, you can define who receives confirmation:
Internal users | Selected users inside the organization. |
External contacts | External email addresses can also receive confirmation. |
Adding Instructions and Fields
Each request type can include instructions and custom fields that users must complete when submitting a request.
Field Types
Text field | Free-text input. |
Single select | Dropdown with predefined options. |
File | Attachment of required or optional files. |
Field Options
Mandatory | Users must complete the field before submitting. |
Add to name | The field value appears in the requests list for quick scanning. |
Creating a Request
Path: Approvals → Requests
1 | Select a request type (only request types from your teams are visible).  |
2 | Fill in the required fields. |
3 | Assign an approver from the allowed list. |
4 | Submit the request. |
🔔 Once submitted, the approver receives an email notification prompting them to review the request.
Approving or Rejecting Requests
Approvers eliglble for a step can:
Approve | Comment optional. Moves the request to the next step, or triggers the confirmation send-out if it was the last step. |
Reject with reason | Comment required. Returns the whole request to the requester and stops review. |
Resubmitting Requests
If a request is rejected, the requester can update the information and resubmit it. Resubmitting restarts the review from the first step, regardless of which step rejected it.
Cancelling Requests
The requester, or any reviewer eligible to act on it, can cancel a request that's still in review. Cancelled requests remain visible for audit purposes.
Requests View
The Requests view helps users quickly understand what needs their attention, what they’ve submitted, and what they can oversee. It is organized into default tabs and dynamic tabs, depending on the user’s role and permissions.
Default Tabs
Need my approval | All requests that require your approval. This includes:
|
My requests | All requests you have created, regardless of their status (Pending, Approved, Rejected, or Cancelled). |
All requests | All requests you are allowed to see:
|
Dynamic Request Type Tabs
In addition to the default tabs, request-specific tabs may appear dynamically based on your role.
Request types are shown as tabs automatically when:
You are a Team Admin of the owner team
The request type allows new requests
Audit Trail & Export
Every request includes a full activity log, showing:
Status changes
Approvals and rejections
Comments and updates
For reporting and compliance, you can also export requests as a CSV file, including request data and current statuses.
Also, request types keep a history of changes. This means that if an auditor asks why a specific field wasn’t filled in, you can show exactly how the request type looked a year ago.
