Approval workflows

Approvals adds an extra validation step before users can publish changes to a guide or survey, ensuring every change for your users has been reviewed. The typical flow: save your edits, request review (optionally notifying reviewers), continue making changes while the review is open, and once approved, click Publish to go live. A banner at the top of the guide or survey page shows the current approval status—pending, denied, or approved.

Turn on approvals

Enabling approvals is a one-time admin action per project. Once turned on, all editors must request approval before publishing.

1. Go to Settings > Projects, select your project, then click Guides & Surveys.
2. Expand the Approvals card.
3. Turn on Require approval.

When Require approval is on, choose who can approve:

• All project members: Anyone in the project can approve, subject to self-approval rules.
• Project managers and org admins: Managers and org admins can approve. Org admins can always approve.
• Specific users: Add at least one approver.

Then set the Allow self-approval permission. When enabled, approvers can approve requests they submitted.

Request approval

Save unpublished changes first.

1. Open the guide or survey in the builder.
2. Click Request approval.
3. Optionally select people to notify. You can submit without notifying anyone.
4. Click Request approval.

The live guide or survey stays as it is until someone publishes the approved draft. The builder shows a Pending approval banner while the request is open.

You can click Cancel request at any time, if you no longer need wish to publish the changes.

Approve or deny a request

An approver opens the guide or survey and sees the Pending approval banner in the builder.

To approve:

1. Review the draft changes.
2. Click Approve.

Amplitude notifies the requester. Anyone with publish permission can then click Publish to make the approved draft live.

To deny:

1. Optionally add a comment explaining what needs to change.
2. Click Deny.

Amplitude notifies the requester and clears the pending request. The requester can revise the draft and submit a new approval request.

Publish after approval

1. Confirm the builder shows the approved banner and that you have no unsaved changes.
2. Click Publish.

If you save more edits after an Approved approval, the approval will be cancelled, and you'll need to request a new approval.

Unpublishing doesn't require an approval. This way the guide or survey can always be quickly removed whenever needed.

For testing before you request approval, go to Testing and Publishing.