Criar e gerenciar políticas de aprovação approval-policies

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• TL;DR: This page explains how administrators create, set conditions for, activate, and manage approval policies that determine which journeys and campaigns require sign-off before they go live.

Intents:

• Create an approval policy from Administration > Permissions > Policies and scope it to Journeys or Campaigns
• Enable Block self-approval to prevent creators from approving their own objects
• Define conditions under the If menu that determine which object or user triggers an approval request
• Define who validates the request under the Then, send approval request to menu, choosing a User Group or an individual User
• Combine multiple conditions using the And or Or operators
• Activate, edit, deactivate, or duplicate an approval policy

Glossary:

• Approval policy: A validation process configured by administrators that determines whether a journey or campaign requires approval before activation. (product-specific)
• Block self-approval: An option that prevents Journey/Campaign creators from approving their own objects. (product-specific)
• Condition: A rule, built from a Category, Matching Rule, and Options, that defines which object or user triggers an approval request. (product-specific)
• Category: The type of criterion a condition targets — for example Campaign type, Action, Tags, Object name, Requestor username, or Requestor user group.

Guardrails:

• To create approval policies, you must have system or product administrator privileges in Adobe Experience Platform.
• Once activated, policies cannot be edited; to modify conditions, deactivate the policy first (hard limit — page states policies “cannot be edited”).
• A policy applies either to Journeys or to Campaigns, selected per policy.

Terminology:

• Canonical name: Approval policy — variants: approval policies
• Do not confuse: “If” (condition defining which object or user triggers an approval request) ≠ “Then, send approval request to” (defining who can validate the request)
• Do not confuse: “Activate” (apply a policy) ≠ “Deactivate” (required before editing) ≠ “Duplicate” (copy a policy)
• Do not confuse: “Requestor username” (name and email address of a designated requestor) ≠ “Requestor user group” (name of the user group of designated requestors)

FAQ:

• Q: Where do I create an approval policy? — From the Administration menu, access Permissions then Policies, click Create in the Approval Policy tab, choose Approval Policy, and confirm.
• Q: Can I edit a policy after activating it? — No. Once activated, policies cannot be edited. Deactivate the policy first to modify its conditions.
• Q: What criteria can target an approval policy? — Campaign/Journey names, Tags, Channel types, Campaign types, and Requestors.
• Q: How do I stop users from approving their own work? — Enable the Block self-approval option when creating the policy.