Approving a Message in Group Email (Emma)
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0
Article Number :
KB0017573
Published on :
2023-10-05
Last modified :
2023-10-05 19:37:05
Knowledge Base :
IT Public Self Help
Message Review Process
For an overview of the message review and sending process including steps on setup for approval notifications, please click here: https://help.myemma.com/s/article/Send-process-for-Authors-and-Editors-in-Emma-HQ-accounts
Roles:
- Author: Can create (but not send) messages.
- Manager: Can create, cancel, send and approve messages.
Notes:
Manager can send messages without a separate approval step. (See Getting Started article for details.)
Manager approves message from Author:
- When logging on, Manager is taken to the HD Homepage (outside of all subaccounts).
- Manager will be on the "Sent" tab by default.
- If there is a message ready for approval, there should be a red asterisk after the "Upcoming" tab marking.
- Select "Upcoming" tab.
- View list of messages you can review. Select "Review" button for message you wish to act on.
- If message date send time is in the past, schedule date/time will be in red. Must update in order to activate "Approve" button.
- After reviewing, select "Approve" or "Deny".
- Sending notification of action to author is recommended. (Please note that this is the only step in which the author's EID will be displayed to the manager.)
- Sending specific reason to author is also recommended for Deny actions; message can also be specified on Approve action.
- You may encounter a nonspecific error if one of the other managers has already approved or denied the message. (We are trying to get the error message displayed to be more specific.)
Recommendations:
- All subaccounts should have a minimum of two managers for approvals and redundancy.
- Ensure your email notifications are toggled on; when on, approval requests will be emailed to you.
- It is possible to include comments when approving or denying messages, which will be sent to the author of the message.
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