Pack 2B — pages outside the project (Approval Config, Dashboard, Email)
Configure how changes are reviewed and approved
Use tenant default for OG planting
When on, settings below show the tenant values and are locked.
Collaboration mode
How changes are shared and approved with clients
Require approval for
If none selected, client only approves the status change to Confirmed.
Who can approve changes
Set who can approve a change, depending on who made it. Any one approver on a row is enough.
| Changes made by | Company roles | Project roles | Users |
|---|
Any one approver on a row is enough. Approvers can escalate a request to the client.
Allow approvers to escalate a change to the client
Contractor changes stay anonymous. The client never sees who requested them.
Override (instead of requesting approval)
Users with override permission can apply a change immediately instead of requesting approval. Evidence is always required.
Accepted evidence types
Who can request changes
Read-only requests are approved by the same people as Owner changes.
Non-Employee users always need approval for any change to a non-draft project, regardless of these settings.
Overview of your tasks and team activity
Awaiting your approval
12025-032-highwood-management
3 changes from Rachel Wong (CNRL) · Today 2:14 PM
Upcoming Projects
| Job # | Client | Start Date | Service | |
|---|---|---|---|---|
| 2026-006-pathway-environmental-solutions | Pathway Environmental | Mar 30, 2026 | OG Planting | |
| 2026-66-northwinds-land-reclamation | Northwinds Land Reclamation | Apr 8, 2026 | OG Planting | |
| 26-undefined87-2bt-testy | 2BT | May 14, 2026 | — | |
| 26-088-abacus-wade-roberts | Abacus | — | OG Planting | |
| 2026-055-north-shore-environmental | North Shore Environmental | — | OG Planting |
Required Training
+ AddWhat Rachel Wong (CNRL) receives when a change request is sent
TELUS Environment · Forest Builder
Changes need your approval
Jamie Lee (Shakti Trees) requested changes to your project 2025-032-highwood-management.
"Added a second block next to W5. Need more trees."
Sites
13-16-047-14 W5
13-17-047-14 W5
Pending creationTrees
Allocations
✓ Approved. 3 changes applied.
You can close this email.
Rejected. Jamie Lee has been notified.
This secure link signs you in automatically and expires in 7 days. Please don't forward it.
Zero-effort login
Clients get a one-time link that signs them in automatically. No password needed.
Contractor privacy
No contractor information is shown. The client never sees who the contractor is.
One-click approve
The green button approves all changes without requiring login first.
Site names included
Each change is grouped by site name so clients know exactly what they're approving.