Automate365 streamlines the creation of new workspaces from templates, ensuring consistency and efficiency. To maintain governance, control resources, and ensure compliance, the provisioning of a new workspace often requires one or more approvals. This article provides a high-level overview of the approval process within A365, outlining purpose, when it applies, and the types of approval flows available.
Why Approvals are essential
Approvals serve as a critical gatekeeping mechanism in workspace provisioning. They ensure that new workspaces align with organizational policies, resource allocation limits, security requirements, and budget constraints before they are created. This process empowers administrators and managers to maintain oversight, prevent sprawl, and ensure that every new workspace meets standards.
When Approvals occur
Approvals in A365 can be triggered regardless of how a new workspace request is initiated. This includes:
In-App Template Requests: requesting workspaces within the A365 application.
Self-Service Provisioning: for end-users requesting new workspaces.
Unattended Provisioning: workspaces created via integrations or automations.
In all these scenarios, if an approval flow is configured, the provisioning process will pause, awaiting the necessary authorization.
Types of Approval Flows
A365 offers flexibility in how approval processes are defined and applied:
Reusable Approval flows: These are standardized approval sequences that can be created once and then associated with multiple templates. Ideal for common approval patterns across various workspace types.
Template-specific Approval flows: These are unique approval sequences defined directly within a particular template, tailored for the specific requirements of that workspace type.
Roles in the Approval process
Several key roles are involved in the A365 approval process:
End-User (Requester): The user or system initiating the provisioning request.
Approver: The individual(s) or group responsible for reviewing and authorizing or denying the workspace request.
Administrator: Responsible for setting up, configuring, and managing the approval flows within A365.
What's next
This overview provides a foundation for understanding approvals in A365.
Get detailed instructions on specific aspects of the approval process: