Enabling Approval Navigation in the My Account Area

Enabling Approval Navigation in the Customer Portal

When the Approval Workflow is active, customers expect to see an easy-to-use navigation option in the My Account section to review pending order approvals. In some cases, the expected dropdown may not appear even though the approval process is functioning.

This article provides guidance on verifying and enabling the necessary setting to ensure that the Approval navigation populates correctly for users. It also explains alternative ways to access the approval page if the dropdown is missing.

Use cases

• Customers trying to review pending approval requests from the My Account section.
• Administrators needing to ensure that the storefront navigation for approvals is correctly displayed.

Key settings in the Platform

• Show Approval Links: Located in the Editable Content > Header section within the platform administration panel. This setting must be enabled to display the approval dropdown in the My Account area.

Step-by-step guide

1. Log into the platform's administration panel.
2. Navigate to the Editable Content section and open the Header settings.
3. Locate the Show Approval Links option and set it to Yes.
4. Save the changes and refresh the storefront. The approval dropdown should now appear under the My Account section.
5. If the dropdown still does not appear, try clearing your browser cache or reviewing the configuration to ensure the setting was saved correctly.

Related links

• Approval Workflow Article

For additional guidance, head over to the Platform Academy or contact our Customer Support team.