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AI Approval Rules

AI prepares drafts and suggestions, but meaningful actions require human approval. Know where the approval gates are.

#Purpose

Ensure AI output is reviewed before it has real-world effect.

#When to use this

When setting expectations for how AI is used safely.

#At a glance

DetailValue
Required permissionsApproval permission for the relevant area
Administrator levelCEO / Admin (policy)
Portal areas usedApprovals, Content, Finance, Projects

#Step by step

1

Understand the gates

AI-drafted emails and replies are sent by people; content and client deliverables are approved; expenses are approved; live WordPress publishing requires a publish-live approval.
2

Assign reviewers

Ensure people with approval permission exist for each area.
3

Set expectations

Make clear AI drafts; humans approve.
4

Monitor approvals

Keep approvals moving so work is not blocked.

#Approval points

Human approval required

  • Content, client deliverables, expenses, and live-publishing all require a human decision; AI never self-approves.

#Security notes

Security considerations

  • Never remove human approval for sensitive actions.
  • Ensure a permitted reviewer exists so approvals are not stuck.

#Best practices

  • Keep approvals required for sensitive actions.
  • Review AI output before approving.

#Common mistakes

  • Assuming AI acts without approval.
  • No reviewer assigned, so items stall.

#Troubleshooting

If this happensTry this
An approval is stuckConfirm a permitted reviewer exists; see Approval Issues.

#FAQ

Can AI approve its own output?

No — a human with the right permission approves; AI never self-approves.

#Keep exploring

#Business modules & workflows

#AI departments

Still need help?

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