Approvals Workflow

Some sensitive actions in ConcordLink are held for review before they take effect.

When you take one of these actions, ConcordLink creates a pending approval request instead of applying the change right away.

An approver then reviews the request and approves or rejects it before it takes effect. This adds a second review of high-impact changes before they affect an account.

Which actions require approval is configured per portfolio. If you aren't sure whether an action you're taking requires approval, check with your administrator.

What to expect

• An action that requires approval doesn't take effect right away. This is expected. The action is being held as a pending approval request rather than failing.
• To check the status of a request, or to have a pending request actioned, contact your administrator.
• A request that isn't answered within its review window expires automatically. An expired request doesn't take effect. If you still need the action, start it again.

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