Approvals by email and chat

In Agency → Reports and approvals → Who approves you choose who gives the go-ahead on each client's items and how they reach them. Their answer counts just like on the report link, and we email you.

The items waiting for the client are those of a report shared with Ask for plan approval from this link.

Add who approves

1. Next to the client, click Add who approves.
2. Who: enter their name and the language of the messages (Spanish or English).
3. How: choose a channel.
4. Invitation: follow the steps for the chosen channel.

The Telegram invitation

When you choose Telegram, Adorea creates a link and a QR code. Click Copy link and QR or Copy message and send it to the client, or have them scan the QR with their phone. The client opens the link and taps Start in Telegram. Once they do, you'll see they're receiving the items by chat.

The link expires in 7 days and works only once. For security, it isn't shown again: if you lose it, click Cancel and create another invitation.

How the client approves

Each item arrives with three buttons: Approve, Request changes and Discard. If they request changes or discard it, we ask them to explain in a message and pass it on to you.

• Each item goes to all the client's active people, each through their own channel.
• The first answer counts. The buttons are removed in the other chats, which say who answered.
• The web link always works, also for people without a chat.
• If nobody answers within 48 hours, we remind each person once. You can turn this off per client. You get a reminder after 3 days.

You can Pause a person (nothing will reach them) or Remove their chat. The client can also unsubscribe with one tap, or by typing /stop in Telegram.