When To Use This
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Your organization requires tiered approval authority (e.g., field reps up to $5,000; managers up to $50,000).
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You want to prevent users from approving promotions beyond a set budget threshold.
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You are setting up the promotion approval workflow for the first time.
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You want to filter the Approval interface by role-level limits.
Prerequisites
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Role required: Admin
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The custom role must already exist in Account Settings > Permissions > Roles tab
Steps To Assign Approval Limits
Step 1 — Navigate To The Roles Tab
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Click the "Profile icon" in the top-right corner of Vividly.
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Go to "Account Settings" > "Permissions" > "Roles" tab.
Step 2 — Set Approval Limits On A Role
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Locate the custom role you want to configure in the "All Available Roles" list.
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In the "Approval Limits" row for that role, enter a minimum dollar amount and a maximum dollar amount.
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Leave blank if no limit should apply to that role.
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Step 3 — Assign The Role To Users
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Navigate to the "Users" tab.
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For each user who should have this role, click their "Assigned Roles" dropdown and select the role.
Expected Result
- Users assigned the role can only approve or decline promotions whose total expected spend falls within their configured min–max range
- Promotions outside the range will not be actionable (approve/decline) for that user
Frequently Asked Questions
Q: Do Approval Limits Apply When A Promotion Is Moved To "Submitted" Status?
No. Approval limits only apply to users moving a promotion to Approved or Declined status via the PROMOTION_APPROVAL permission. They do not restrict the Submitted status, which is controlled by the PROMOTION_SUBMISSION permission.
Q: Can Approval Limits Be Set On Predefined Roles (Owner, Admin, Viewer)?
Approval limits apply to custom roles only. Admins and Owners have full access and are not restricted by approval limits.