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Proposals and restore

Approve, edit, or keep current settings

How to approve a proposal in the app or on WhatsApp, edit it before approval, approve in bulk, or keep your current settings, and who is allowed to.

Updated
On this page
  1. Who can approve
  2. Approve in the app
  3. Edit before approving
  4. Approve from WhatsApp
  5. Troubleshooting

Every change waits for approval by default. You can approve it, edit it and then approve, or keep your current settings, which closes it and changes nothing.

Who can approve

RoleCan approve?
Owner, admin, managerYes
AnalystNo; the button is not shown
Client approver (agencies)Only proposals that require the client's approval
Client viewerNo

Approve in the app

  1. Open Proposals › “Pending approval”

    Pending proposals are listed here.
  2. Read the card

    What changes, why, the evidence, current vs. proposed, expected impact, and whether it can be restored.
  3. Click “Approve”

    It moves to “Executing and monitoring”; “Keep current settings” moves it to “Not approved”.

Edit before approving

  1. Click “Edit”

    The changes open as a table.
  2. Change what you want

    Remove items, or change values like a budget or match type, within your limits.
  3. Save

    Taseli validates the edited proposal again before you can approve it.

Editing clears any approvals already given, so an edited proposal always needs a fresh one.

Approve several at once: tick the cards and click “Approve selected”, up to 50 at a time.

Approve from WhatsApp

If you added a WhatsApp number, proposals can come with “Approve”, “Keep current” and “Details”.

  • Each button works once, for 15 minutes.
  • Low- and medium-risk proposals can be approved there. High-risk ones need the app.

Troubleshooting

I don't see “Approve”. You're an analyst or client viewer. Ask an owner or admin to change your role in Settings › “Team”.

The WhatsApp button stopped working. It expired after 15 minutes or was already used. Open the proposal in the app.

“Pending subscription renewal”. Your payment failed. Approved proposals wait until billing is fixed. See Billing, invoices and installments.

The proposal left “Pending approval”. It expired after 7 days, or a newer proposal for the same items replaced it.

Related: Understand proposals · How restore works · Agencies: MCC and client portal

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