Set up approval rules
What does this do for me?
An approval rule decides automatically what happens after an application is submitted — approve, deny, or request revision. Rules run in priority order after submission and after each document upload.1. Open Approval rules
Open Approval rules in the Customer Gate navigation.2. Create a rule
In the Create rule card:- Enter a Name.
- Set a Priority. Lower numbers run first.
- Enter When to apply this rule (JSON) for the conditions.
- Enter What this rule does (JSON) for the actions, such as a status, tags to add, entitlements to grant, or whether to create a Shopify B2B company.
- Select Create rule.
3. Manage existing rules
In the Rules table, each rule shows its Name, Priority, Active state, and actions:- Edit the Name or Priority and select Save.
- Select Activate or Deactivate to toggle the rule.
- Select Delete to remove it.