WORKSPACE OVERVIEW

Approval dashboard

A clear view of your clients, configurations, and approval readiness.

Total clients
03
Across all implementations
Published matrices
01
1 client ready for bookings
Pending configuration
02
Draft or needs review

Client approval matrices 3

Manage and publish approval configurations for your clients.

Updated just now
Import template
CLIENT NAMEIMPLEMENTATIONMATRIX STATUSACTIVE RULESLAST MODIFIED
Acme CorpClient ID: YFB-001
StandardDraft5 rulesToday, 14:32Update matrix
Globex IncClient ID: YFB-002
CustomPublished3 rulesOct 5, 2026Update matrix
InitechClient ID: YFB-003
StandardNeeds Review2 rulesOct 4, 2026Update matrix
Showing 3 of 3 clients All clients

Quick actions

Start where you left off
Update client approvals

Approval details and approver chains

Get started Upload a template

Import an existing approval matrix

Get started Test your configuration

Simulate a booking approval flow

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Built for every level of approval.

Individual overrides to corporate defaults — one connected matrix.

PHASE 1 & 2

Recent activity

View all
Engineering department rule updated

Ananya Sharma · 12 min ago

Globex Inc matrix published

Ananya Sharma · Yesterday

Initech HRMS fields imported

Ananya Sharma · 2 days ago

Your workspace is up to date

All configuration changes are synced for this session.