Manage action submissions
3 min
This article provides a step-by-step guide on how to review and manage action submissions in Roster. Whether you received an email notification about pending approvals or need to check submissions manually, this guide will walk you through approving or rejecting ambassador actions.Step-by-step instructions
Step-by-step instructions
Navigate to the actions tab
- Click on the Actions tab in the Roster dashboard.
- Locate the Needs Approval column to identify actions that require review.
Review pending submissions
- Click on an action title to open the action dashboard.
- Preview the submitted content to ensure it meets action requirements.
- Download images or media files if necessary for further review.
Approve or reject submissions
- Click Approve to approve the submission and award points immediately.
- Click Reject to decline the submission.
- Select a rejection reason from the provided list or if your reason isn't listed choose Other.
- Provide additional feedback to the ambassador if needed.
- Notify the ambassador via email if applicable.
Use filters to manage submissions efficiently
- Toggle the Needs Approval filter to only display pending submissions.
- Use the Participants filter to search for a specific ambassador’s submission.
- Filter by date range (e.g., all time, last 30 days, this month, last month) to narrow down results.
Bulk approve or reject submissions
- Select multiple submissions using the checkboxes.
- Click Approve All to approve them in bulk.
- Click Reject All to decline them in bulk (be sure to provide rejection reasons as needed).
Important considerations
- Once an action is approved or rejected, it cannot be undone.
- Rejected submissions allow ambassadors to correct and resubmit their content.
- Approved submissions immediately award points to ambassadors.
Need help?
If you have any questions, please contact [email protected] or reach out to your Customer Success Manager.