Approve or Reject an Organization for Review

Note: You will need Approval rules configured before you can approve or reject an organization. If you do not have any approval rules set up, view the Approval Rule Setup article to create a default admin rules.

To approve or reject an organization's proposal:

1. 1. Access the Organization Record for the appropriate organization.
   2. After reviewing the organization's information, as determined by your business process, scroll down to the Approval Step 1: Owner Recommended section.
   3. In the Comment field, enter your remarks, if applicable.
   4. Click the Approve or Reject button, as applicable. The organization have been approved or denied.