How do I prepare to request access to the Approvals Beta Group?

The Approvals Beta Group is open to customers on Business Admin or Enterprise Admin plans. The first 20 complete, eligible request forms get in. Submit yours by November 6.

What the request form asks for

• A main point of contact. The person who leads the beta for your team.
• Participating workspaces. Which workspace, or workspaces, will join.
• Your approvers. By role or user group, not individual emails. For example, Workspace Admins or users in the user group "Instructors."
• Items that need approval. All items, or a subset and how to find them in Cheqroom. Some example:
  • Items with purchase price over $1,000
  • Item in category "Drones"
  • Items with custom field of "Needs Approval" = "Yes"

Think it through before you submit

• Which reservations need review? Every reservation, or only requests for certain items?
• How do you identify those items? By category, purchase price, or an existing custom field.
• Who approves? The role or user group that owns the decision. You can have more than one.
• Does anyone skip review? Admins or trusted groups who should book directly.
• Do different requests need different rules? Note any differences between items, teams, or sites.
• Who needs a heads-up? Tell people who submit affected reservations that a review step is coming.

Complete answers help us build a test setup that matches how your team actually works.