NinjaOne01: How to Set Up and Use Approval Processes in NinjaOne

In this episode of NinjaOne01, Zach Therrien, Technical Marketing Manager at NinjaOne, walks through how to set up and use approval processes in NinjaOne Ticketing. Some tickets shouldn’t move forward until someone signs off, and approval processes let you define exactly who that someone is.
What this video covers:
Giving technicians the right permissions to create approval processes and request approvals
Building an approval process that defines who can approve a ticket
Requesting approval directly from a ticket once a process is built
Letting approvers respond from an email notification or from the end user portal
Requiring approvers to sign in to the end user portal before their decision is accepted
How the decision is reflected on the ticket inside NinjaOne
Routing approvals beyond technicians: to end users, contacts, roles, or a combination
Key takeaway: Approval processes put the right people in charge of sign-off, lets them respond from wherever is easiest, and records the decisions on the ticket so nothing moves forward without approval.

Documentation:
https://see.ninjaone.com/uuCr7

Connect with us on LinkedIn: https://www.linkedin.com/company/ninjaone

Chapter Markers

00:00 - Intro

00:26 - What approval processes are

00:59 - Technician permissions

01:29 - Configuring an approval process

03:25 - Requesting approval from a ticket

04:25 - Approver experience

04:48- Approval decisions on the ticket