Enable and Configure Approval Rules 

Enabling approval and creating the first rule for price point 

You have to create at least one rule to enable approval. To enable approval and create your first rule, follow these steps:

1. Login into your Chargebee account.

2. Navigate to Configure Chargebee > Approvals > Approval rules for Price Points.

   

3. Click Create Approval Rule to create your first rule. This screen will only appear for the first approval rule creation for a price point. If you have already created a rule, then Approval on Price Point is enabled for your site.

   

4. Follow these steps to configure the first rule.

5. Click Create.

Add an approval for price point 

To add a new approval for the price point, follow these steps:

1. Login into your Chargebee account.

2. Navigate to Configure Chargebee > Approvals > Approval rules for Price Points > Add New Rule.

   

3. Enter the Rule Name. Ensure adding a meaningful name for a better understanding of your rule approvers.

   

4. Set up Conditions for your approvals. You can add one or more conditions for your approval rule.
   This section consists of three fields:

   1. Property: Use the drop-down list to select the condition property, such as currency, billing frequency, or more.
   2. Operator: Use the drop-down list to select the condition operator. For example, Includes, Not Includes, Is, and Is Not. These operators vary based on the selected condition Property.
   3. Value: Select the condition value. This value varies based on the selected condition property.
      

5. Assign Approvers for your approval. You can add one or more Approvers for different stages of your approval rule. You can add one or more approval stages as required.
   This section consists of three fields:

   1. Stage name: Enter the stage name.

      

   2. Approvers: Use the drop-down list to select the approvers.

   3. Approval type: Use the radio button to select the type of approver:

      1. All approver(s) must approve
      2. First responder can approve/reject
      3. Just notify - no action needed

   4. When you have multiple stages of approvals, use Move Up and Move Down to change approval stages.

      

6. Preview the Rule Summary.

   

7. Click Create to save the approval rule for a price point.

View and set up an approval chain for price point 

To view and set up an approval chain for the price point, follow these steps:

1. Login into your Chargebee account.
2. Navigate to Configure Chargebee > Approvals > Approval rules for Price Points.
3. A list of actions to be performed on these approvals:
   1. Copy: Click the copy icon to clone an approval rule and update it accordingly.
   2. Edit: Click the edit icon to update an approval rule.
   3. Delete: Click the delete icon to remove an approval rule from the sequence.
   4. Drag and Drop: Drag and drop an approval rule to change the sequence of the approval chain.
      

Disable approvals for price points 

To disable approvals for price points on your site level, follow these steps:

1. Login into your Chargebee account.

2. Navigate to Configure Chargebee > Approvals > Approval rules for Price Points.

3. Click Disable Approvals on Price Points.

   

4. Click Disable Approvals.

   

Once you Disable Approvals on Price Points, click Activate Approvals to enable it again.

Related articles 

• Approvals overview
• Managing approvals