Organization
Approval groups
Create approval groups of reviewers in your dashboard, then bind a group to a plan so the right people review the subscription and scope requests on that plan.
An approval group is a named set of your dashboard users who review requests. You create groups under Settings, Organization, Approval Groups, then bind a group to a plan on its Approvals tab. The group's members become the reviewers for that plan's subscription and scope requests.
What is an approval group in Apiable?
An approval group is a named set of dashboard users who act as reviewers. You manage groups under Settings, Organization, Approval Groups, and you bind a group to a plan so its members review the subscription and scope requests on that plan.
A group holds two things: a name and a list of members drawn from your organization's dashboard users. It does not, on its own, decide anything. It becomes active when a plan points at it.
How do you create an approval group?
Open Settings, Organization, Approval Groups, click Add Group, name the group, and check the dashboard users to add as reviewers. The Save action stays disabled until the group has a name and at least one member.
- In the dashboard, open Settings and select Approval Groups under the Organization section.
- Click + Add Group.
- Type a name in the Approval Group Name field.
- In the members table, check each dashboard user to add to the group. Use the select-all control to add everyone at once.
- Click Save Group. The button is disabled until the group has both a name and at least one member.
How do you assign an approval group to a plan?
Open the plan, go to its Approvals tab, and pick the group from the list. The plan's requests then route to that group's members. Choose No Approval Group to leave the plan without one.
- Open the plan and select the Approvals tab.
- The tab lists No Approval Group followed by every approval group, each showing its member names.
- Select the group you want to review this plan's requests.
- Save the plan.
To add a group without leaving the plan, use Add New Approval Group on the Approvals tab. The new group is created and selected for the plan in one step.
Which requests does an approval group review?
The group bound to a plan is notified for that plan's subscription requests and scope requests. For scope requests, the requester's plan determines the group, and Apiable emails that group's members when a grant is requested.
| Request type | Who reviews it | Where you act |
|---|---|---|
| Subscription request on the plan | The plan's approval group | Requests and approvals |
| Scope request on a subscription | The subscription's plan's approval group | Scope grants |
If a plan names no approval group, Apiable falls back to the default approval group set in your registration configuration. If neither names a group, no approval-group notification is sent.
Who can manage approval groups?
A user whose role allows administering approval groups, on an account where the approval-group feature is enabled. Both conditions must hold to create, edit, or delete a group.
When the role is missing, the page shows a banner and the groups stay read-only: the Add Group and Edit actions are disabled. The same gate applies to binding a group on a plan's Approvals tab.
Troubleshooting
Match what you see to the fix:
| What you see | What to do |
|---|---|
| A banner says you lack the role to manage approval groups | Your role does not permit administering approval groups. An organization owner can grant it under Members and roles. |
| Add Group and Edit are greyed out | Either the approval-group feature is off for the account or your role does not allow administering groups. Both are required. |
| Save Group stays disabled | The group needs a name and at least one member. The form shows "At least one user is required" or "Approval Group Name is required" until both are set. |
| The plan's Approvals tab will not let you pick a group | Auto-enrollment is active on the plan. The two are mutually exclusive. Turn off auto-enrollment on the plan's Onboarding tab, then select the group. |
| A request was made but the reviewers were not notified | The plan has no approval group and no default approval group is set in registration, or the group has no email addresses. Bind a group to the plan or set a default. |
Where to next
Requests and approvals
Approve or reject registration, subscription, and scope requests from one queue in the dashboard.
Scope grants
How consumers request Optional and Restricted scopes, and how you approve or decline them.
Plans
The Approvals tab and the rest of a plan's tabs, including where you bind an approval group.
Members and roles
The dashboard users who can join an approval group, and the role that lets someone manage groups.