Approvals
Written by TJ Salyars
Updated at June 10th, 2026
Table of Contents
This article is now maintained here. Please refer to this and the ExpertConnect Knowledge Base for the latest content.
they will be The Approval feature within an ExpertConnect ticket allows advisors to receive clear confirmation from their customer when it matters most. Example use cases for this feature include receiving confirmation for a parts order or an equipment service.
This feature is only available for advisors on the web dashboard.
To send an approval
- Within an existing ticket, navigate to the ticket All Activity section and find Request Approval in the top right corner. Note accounts that have payments enabled will also request payment through the same icon.
2. This will open a pop-up window and allow you to add the appropriate message and any relevant attachments.
The following files types are support when adding an attachment to an approval: png, jpg, jpeg, mp3, m4a, ogg, wav, flac, mp4, mov, avi, mpeg, webm, wmv, pdf, csv, xls, xlsx, doc, and docx.
3. Click Request Approval to send the approval. Your customer will receive a text message with a link to view the approval.
Note: If users have a customer account, they will be required to sign in to ExpertConnect to view the approval. As part of payment controls, they will also need to sign in to prove identity. 
The link will show them the following pop-up. 
4. Once your customer approves or denies the approval, you as the assigned advisor will be notified of their response and can see any comments they left in the ticket.