How to Approve Self Allocation Requests as an Admin

How to Manage Self Allocation Requests as an Admin

When a user tries to join a team that requires Admin Approval, all Admins for the organisation will be notified. This notification (sent by email or MS Teams) includes a link to the Self Allocation section in Portal where Admins can:
  1. view all currently pending requests,
  2. accept/reject the requests, and
  3. access a comprehensive Self Allocation Audit Trail.
Once approved, the user is automatically added as a team member, and the Huddle or Survey submission they completed along with the request will be included in the team's results. If rejected, the user will be notified along with a note to contact the Admin that rejected their request.   

How to Approve Self Allocation Requests

  1. Go to Pending Requests tab via:
    1. the link in Teamgage Notification
    2. Teams > Self Allocation tab in the portal
  2. Tick Approve or Decline next to the users name
Update your 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)

  5. How to Approve Self Allocation Requests as a Manager



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