How to Approve Self Allocation Requests as a Manager

How to Manage Self Allocation Requests as a Manager

When a user tries to join a team that requires Manager Approval, all Managers for that team will be notified. This notification includes a link to the Pending Approval tab for that specific team, where the Manager can view pending requests and accept/reject them. The Manager can also view all current team members on the Members tab, and if granted permission, they can also directly add & remove their team members this is called Manager Team Management. 

If there is no manager assigned to the team, the notification will be sent to the next manager up the organisational hierarchy.

How to Approve Self Allocation Requests

  1. Go to Pending Requests tab via:
    1. the link in Teamgage Notification
    2. Teams tab in the portal
  2. Tick Approve or Decline next to the users name
Ask your admin to update their source of truth otherwise this will be reset by the next organisation wide data update.

Here's what it looks like

Declining a request to join a team

If a user's request to join a team is declined (by either an Admin or Manager) the user will be notified and will remain in their current team. The notification will also include refence to the user that rejected the request.

Here's what it looks like


Here's what it looks like as a notification

 
Approval request notification (sent to Admins and/or Managers)


Request declined notification (sent to users)


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