Approval routing options

Unica Marketing Operations provides the same routing options for both task approvals and stand-alone approvals as for standard tasks. Just as for standard tasks, a team can have any combination of options for routing approval tasks.

You can check any of the following options under the Approval Routing Model section of the Team summary.

Managers can route approvals to members

The manager can assign these approval tasks to team members.

Members can take ownership of team-assigned approvals

Team members can then take ownership of these approval tasks.

Members can return team-assigned approvals back to the team

Members have the ability to return their approval tasks back to the team.

When you set up a team, you must select one or both of Managers can route approvals to members and Members can take ownership of team-assigned approvals.