Approval Trail: support
Email globalmatchhub@gmail.com. We answer within two business days.
Installing it
- 1. Open the installation link
- An account admin opens the app's installation link, or finds Approval Trail in the
monday.com marketplace and presses Install.
- 2. Approve the permissions
- monday shows what the app is asking for: read your profile, read your boards, and read
the profiles of users in your account. There is no write permission of any kind. Choose
All Workspaces unless you have a reason not to, then press Install.
- 3. That is the whole setup
- No API key, no account to create with us, no server to point at. The app runs on
monday's own hosting. Go on to add the views below.
Setting it up
- Add the approval panel to an item
- Open any item, press the + beside its tabs, choose Apps, then Approvals.
- Add the board view
- On a board, press + beside the view tabs, choose Apps, then Board approvals.
- Add the account dashboard
- On a dashboard, Add widget, Apps, then Account approvals.
- "This account has not authorized Approval Trail yet"
- An admin needs to connect it once. Press Connect Approval Trail and approve the
read-only permissions. The app asks monday who may open each board; without that it
refuses to show anything rather than guess.
Asking monday's assistant
- What can I ask it?
- Three things this record can answer and nothing else can:
start an approval ("ask Dana and Marcus to sign off on this by Friday"),
what is waiting on someone ("what am I holding up?"), and
why an item is stuck ("why has this not moved?").
- Does my data go to an AI provider?
- Not from this app. monday runs the assistant; this app has no model of its own and sends
nothing to one. It reads its own record and answers.
- Can the assistant see more than I can?
- No. Every request carries a short-lived credential for the person asking, and board
access is checked as them. A round started by asking is signed with your account, exactly
as if you had pressed the button.
Common questions
- What does "record does not verify" mean?
- Every event is hashed together with the one before it. If that chain does not add up,
the app says so instead of showing a number it cannot stand behind. Export the record and
contact us; the export names the exact entry that does not match.
- Can I delete one item's approval history?
- No, and that is deliberate. Anyone who could delete a single record could remove the one
approval that embarrasses them. Deletion is all of an account or none of it.
- An approver left the company and the item is stuck
- Press Call off on that round. A step waits for the one before it, so a round
nobody can complete would otherwise block every later step for good. Calling it off adds
an event rather than removing one: the round and the decision to set it aside both stay
in the record, and the next step proceeds. Reopen brings a round back, including
one that was called off.
- Someone left the company. Can I approve on their behalf?
- No. A decision is always signed with the account of the person who pressed the button.
Reopen the round and name a new approver instead: both facts stay in the record.
- Why can a colleague not see approvals I can see?
- Because they cannot open that board in monday. Approval Trail follows monday's own board
permissions and does not widen them. Guests are held to the stricter rule they already have
in monday: they see the approvals on boards they were invited to, and not the boards that
are open to everyone on your staff.
- How do I check the export myself?
- Each row carries hash and prevHash. Recompute SHA-256 over seq, at, actorId,
type, the payload column and the previous hash, joined with NUL bytes. The payload column is
the authoritative one; the readable columns are copied out of it.
Removing the app
Uninstalling deletes the access token immediately and the records 30 days later. Reinstalling
inside that window cancels the deletion. An account admin can erase everything at once from the
account dashboard widget.