Support Request: Missing Dashboard Approvals Access for Team Members

Dear JotForm Support Team,

I’m reaching out on behalf of our team at Housing Trust Group regarding an issue that has recently surfaced with our JotForm dashboard.

Several team members have reported that they previously had access to view and manage approvals through their dashboards, but that functionality now appears to be missing. Specifically, they mentioned that the dashboard layout has changed, and they can no longer see their inboxes, pending or completed approvals, or the three-dot menu that was previously available for requesting additional information.

Could you please help us identify what might have changed in the system or our account configuration? This functionality is critical for our operations, and we’d appreciate your guidance on restoring access or understanding any updates that may have affected our setup.

Thank you for your support, and I look forward to your response.

Hi Matt_Jones_matthewj,

Thanks for reaching out to Jotform Support. Let me help you with the issue regarding missing dashboard approvals access for your team members.

To assist you better, could you please provide the asset ID, asset name, or URL of the approval workflow or form related to the approvals your team members are trying to access? This will help us check the current status and permissions of the asset in your account.

Once we have this information, we can guide you on restoring access or understanding any changes that might have affected your setup.

Looking forward to your response.

The form is called Capex Approval Request (Within a unit)

Hi Matt_Jones_matthewj,

Thank you for providing the form name "Capex Approval Request (Within a Unit)." I will check the status and permissions related to this form and its associated approval workflow to identify any changes that might have affected your team's access.

Meanwhile, please ensure that the team members have the appropriate permissions assigned within your workspace to view and manage approvals.

I will get back to you shortly with further information and guidance on restoring the missing dashboard approvals access.

Hi Matt_Jones_matthewj,

Is the screenshot you shared initially what they can do before? Can you also share a screenshot of how they see the Workflow Inbox now? I've cloned your form and assigned another Jotform account as an approver. After the first approval was made, the second approval was sent to the assigned approver.

Now, the approval was received. After making an action, I was redirected to the Workflow Inbox. I can see the details of the submission made. I've captured a screencast and shared it with you below:

Is what's showing in the screencast above what you're expecting to happen with the assigned approver?

When we hear back from you, we’ll be ready to move forward.