> ## Documentation Index
> Fetch the complete documentation index at: https://docs.odella.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Approvals

> Review proposed actions, approve once, manage saved exceptions, and resolve blocked work safely.

# Review work before it takes effect

Approvals let a person review a proposed action before an AI Employee proceeds. The worker's [Security & Privacy policy](https://docs.odella.ai/workforce/settings-security-privacy.md), the action type, and account rules determine when review is required.

Requests can appear in chat, task details, or an approval link delivered through a supported channel. Treat approval links as private.

## Review an approval

**1. Open the current request**

Follow the approval card or link. Confirm the worker and task are the ones
you expect. Read the remaining time or status, if shown.

**2. Inspect the action**

Check the affected application, recipients, data, files, and proposed
changes. For messages, inspect To, Cc, Bcc, body, and attachments. For
destructive operations, confirm exactly what will be removed.

**3. Choose the available decision**

Approve this action once, deny it, or save an eligible exception only when
you intend to permit future matching actions.

**4. Check the result**

Return to the task or conversation. Approval authorizes the action; it does
not guarantee the external service will complete it successfully.

![Email approval showing recipients, message, attachment, Don't send, Always allow, and Send once controls](https://mintcdn.com/odella/DDQ-YOWIqPw83tsw/images/guides/approval-review.png?fit=max\&auto=format\&n=DDQ-YOWIqPw83tsw\&q=85\&s=13eb21986d2452ec74863fe9f0a9910f)

An email approval with sample recipients and an attachment, rendered from Storybook.

## Choose once, always, or deny

| Decision | Use it when |
| - | - |
| **Approve once / Send once** | This specific proposed action is correct. Future actions still follow policy. |
| **Always allow** | You deliberately want to save the offered exception for future eligible actions. Review its scope before confirming. |
| **Deny / Don't send** | The action should not proceed. Give corrected instructions separately if needed. |

Button wording varies with the action. **Always allow is not available for every request** and may require signing in to review the saved rule. Signing invitations require one-time review rather than a reusable signing-send exception.

> [!WARNING]
>
> Do not approve unfamiliar recipients, unexpected attachments, or a changed
> document based only on the worker's summary. Inspect the actual proposal.

## Saved exceptions

Saved recipient and tool rules appear in the worker's **Security & Privacy** settings. An authorized person can remove an exception to return future actions to the default policy. A saved rule is not a grant of access to an application or resource the worker cannot otherwise use.

Prefer one-time approval while testing a new process. Save narrow exceptions only after confirming the repeated action is appropriate.

## When a request cannot be approved

* **Expired or already resolved:** Return to the task and check its current state. Use a fresh request rather than an old link.
* **Document changed:** Review the latest version and its recipients. Earlier approval does not authorize a different signing draft.
* **Preview is loading or unavailable:** Wait or retry. Some actions remain unavailable for approval until their review material is ready; denial can still be offered.
* **Permission denied:** Sign in with the intended account and ask the appropriate manager to review access.
* **Approved, but task still failed:** Inspect the execution error. Provider permissions, invalid data, or insufficient credit can still prevent completion.

For signing-specific review, see [E-signing](https://docs.odella.ai/templates/05_e-signing.md). For a task waiting on your decision, see [Tasks](https://docs.odella.ai/workforce/tasks.md).


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