Define my approval process

As an admin, you have the option of defining an approval process. This process allows designated approvers to view, request modifications and/or approve videos made by users before publication. We advise you to perform this step with your Customer Success Manager. However, you can add or delete a step in the approval process at any time and/or add a user to a approval step.

This article contains the following topics :

- Default approval process
- Add an approval step
- Add a user on a approval step
- Removing an approval step

Default approval process

You can access your default approval process through the account management dashboard and then go to the "Approval Process" tab.

The approval process consists of at least two steps:
You will find the EasyMovie post-production team in Step 0
You will find all users present on the client account in Step 1 by default.

Note: Within the same step, it is possible to restrict the authorizations of one or more users via the parameters of the account.

Add a approval step

To add a approval step, you must select the red button "+ New step":

Name your step (e.g. "approval at regional level", "approval at national level")
You can add an approval delay after which the video will be approved automatically. This can be useful if you don't want a video to be blocked with the status "Pending approval" indefinitely.
Approve your action by clicking on "Add to process".

Add a user on an approval step

To add a user on a approval step:

Click on the grey button "Add a user".
Or click on the icon representing 3 lines on the right and select "+ Add a user".
You can also add a user to a step from their personal record as explained in this article Modify a user.

Remarks:

If several people are present in the same approval step, it is not necessary for each of them to validate the video.
In automatic mode, the person who creates a video project cannot validate his or her own project; another person from his or her validation step must do so.
If you are the only person in a validation step and you create a project, export it, it is automatically validated and you will not be able to make any more modifications.
By default, all users present on the validation steps will receive notifications for the projects to be validated. These notifications can be managed via User Profiles.

Removing an approval step

To delete an approval step, click on the burger menu of the step in question, then on "delete". (see photo at the beginning of the article).