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Edit approval policies

Use the approval policy matrix to change policy conditions, routes, status, and evaluation order.

Who can do this​

You need company:approvals:manage. The built-in Administrator and Controller company roles include this permission.

Edit a policy​

  1. Select Settings in the main sidebar.
  2. Select Approval policies under Company in the Settings sidebar.
  3. Select the tab that contains the policy.
  4. Find the policy in the table.
  5. Select the row action whose label starts with Edit and ends with the policy name.
  6. Change the policy fields in the Edit policy dialog.
  7. Select Save policy.

The editor uses the same matrix fields as the create flow, including Policy group, Policy type, Matching mode, Outcome, Conditions, and the route steps that apply to that tab.

Reorder policies​

  1. Open the tab whose order you want to change.
  2. Drag a policy row by its handle in the Order column.
  3. Drop the row in its new position.

The matrix saves the new order. Order matters when a policy uses Use first matching policy because evaluation stops at that match.

Activate or deactivate a policy​

To deactivate a policy:

  1. Open its row actions.
  2. Select Deactivate policy.
  3. Read the Deactivate policy warning.
  4. Select Deactivate.

Deactivating a policy leaves its in-flight approval chains running, but new routing does not use the inactive policy.

To reactivate it, open the row actions and select Activate policy.

Delete a policy​

  1. Open the row actions for the policy.
  2. Select the row action whose label starts with Delete and ends with the policy name.
  3. Read the Delete policy warning.
  4. Select Delete.

Deleting a policy cancels in-flight approvals that still use it. It does not update other policies or settings that refer to it, so review related routing before you confirm.

What you should see​

Saved changes appear in the matrix. The Status column shows Active or Inactive, and the Order column reflects the current evaluation order.

If something goes wrong​

  • If the row actions are missing, confirm that you have company:approvals:manage.
  • If a drag does not change the order, wait for the current policy refresh to finish and try again.
  • If a field or operator is missing from Conditions, it is not available for routing in your company's schema.

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