Approval workflows are the backbone of efficient operations in lending and financial institutions. They ensure that requests, disbursements, and other critical actions are properly reviewed and authorized before moving forward. But as business processes evolve, so too must your workflows. You might need to adjust approval rules, reassign responsibilities, or fine-tune conditions to reflect new policies or compliance requirements.
The good news? If you already have an approval workflow set up in Lendsqr, editing it is straightforward.
Why Edit an Approval Workflow?
Here are a few common scenarios where editing becomes necessary:
- Team changes – A staff member leaves, joins, or changes roles, requiring reassignment of approval responsibilities.
- Policy updates – New internal or regulatory guidelines demand changes in approval rules.
- Process optimization – You discover bottlenecks in your approval flow and want to streamline them.
- Error correction – Fixing incorrect rules or outdated conditions in an existing workflow.
Steps on how to edit an approval workflow.
- Login to the Admin Console
- Open your web browser and log into the Lendsqr admin console with your credentials.
- Navigate to the “Approval Workflows” module in the menu under “BACK OFFICE“.
- Select an existing workflow
- Locate the existing workflow you wish to edit, scroll to the left and click on the three-dot menu (…) and click “View”.
- Click on the “Edit” button at the top-right corner.
- Clicking this button will direct you to a page to edit the approval. You can edit all sections as described in the steps to How to Create an Approval Workflow.
- After you are done editing, click on the “save changes“ button.
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