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Approvals

Kestutis Vansavicius avatar
Written by Kestutis Vansavicius
Updated over 2 weeks ago

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.

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 Confirmation Recipients

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.

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 can:

Approve

The request is marked as approved.

Reject with reason

The request is rejected and returned with a comment.

If a request is rejected, the requester can update the information and resubmit it, automatically moving the status from Rejected back to Pending.

Cancelling Requests

Requesters can cancel a request if it’s no longer relevant. 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:

  • Requests assigned directly to you

  • Unassigned requests where you are a member of the approving team and have approval right.

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:

  • For request types owned by teams where you are a Team Admin, you see all requests

  • For public request types, you only see requests you have created

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.

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