BoldTrail BackOffice allows you to require two levels of approval for sensitive tasks to meet compliance requirements and reduce risk.
Secondary approval adds an extra review step to your task workflow. When enabled, tasks must be approved by two different people before they're marked as complete.
How it works:
Agent submits task for review
First approver reviews and approves
Task automatically moves to the second approver
The second approver gives final approval
How to set up secondary approval for a task
Step 1: Enable secondary approval for specific tasks
Navigate to Checklists > selected task > Add task / Edit task
On the Requires document, enable "secondary approval"
Save your changes
Step 2: Assign secondary approval permissions
Give specific users permission to perform secondary approvals:
Go to Users > specific user > Permissions block
Enable "Can second level approve documents"
Save changes
Understanding the approval workflow
With secondary approval enabled
Stage | Status | Who can act |
1. Submission | Review requested | First approvers |
2. After first approval | 2nd Review Requested | Secondary approvers |
3. After second approval | Approved | Complete |
Any rejection | Rejected | Returns to agent |
Without secondary approval (standard flow)
Stage | Status | Who can act |
1. Submission | Review requested | Any approver |
2. After approval | Approved | Complete |
Any rejection | Rejected | Returns to agent |
Review notifications
Tasks requiring secondary approval appear in your existing "Documents to approve" notification. You don't need to do any additional notification setup.
First approvers see tasks with status "Review requested"
Secondary approvers see tasks with status "2nd Review Requested"
Frequently Asked Questions
Can the same person do both approvals?
No. The system requires two different users for the first and second approval.
What happens if someone rejects at the second stage? The task returns to the agent who submitted it, just like a first-stage rejection.
Can I require secondary approval for some tasks but not others? Yes. Secondary approval is configured per task type, so you can enable it only where needed.