Approval configuration

This guide covers how to set up approval owners and cost centres so that service requests are routed to the right people and costs are properly tracked.

Approval owners

Approval owners determine who reviews and approves service requests. You can assign approvers at the service category level, and optionally at the cost centre level for more granular control.

Assigning a category approver

1. Go to Manage → Services → Service Categories

2. Select a category

3. Assign an approver team or individual users

4. Save your changes

All service requests for that category will be routed to the assigned approver.

Cost centre-level (optional)

If different cost centres require different sign-off, you can assign a cost centre-level approver that alongside the category approver for requests using that cost centre.

Cost centres

Cost centres allow you to track and allocate service costs across your organisation. They flow through to service tasks and CSV exports, giving finance teams full traceability.

Creating a cost centre

1. Go to Manage → Services → Cost Centres

2. Click Add Cost Centre

3. Enter:

   • Name – e.g., "Marketing Department"

   • Code – a unique identifier for billing

   • Buildings – assign one or more buildings

4. Click Save

Visibility and access control

• By default, cost centres are available to all users

• You can restrict a cost centre to specific teams — only team members will see it when booking services

• Deactivating a cost centre removes it from new requests while keeping it visible on historical data for reporting

• Reactivate at any time to make it selectable again

• Duplicate codes are not allowed — a validation error will appear if you try to reuse a code