External approvers

Sign-off from people outside your organization.


A stage can list external email addresses instead of an internal role (By email address in the builder). Each address is checked against your team; anyone not in it receives, when the stage activates, an email carrying two credentials:

Opening the link shows a minimal decision page: enter the code, optionally comment, then approve, approve with conditions or reject. No account, no password, nothing to install.

Security model

When to use it

Client acceptance on deliverables, counterparty sign-off on contracts, landlord or supplier confirmations. Anywhere the decision-maker will never be a user in your workspace.