Features and availability
Use Personal for your own work and organizations for shared business workflows. Your selected workspace, role, and plan determine which actions you can take.
You can also connect your own tools through the Click2Approve API. See API tokens to create credentials and authenticate integration requests.
Organization only
Employees, teams, delegations, and workflow templates belong to organizations. Select an organization in the workspace picker to use them. Other features in this guide are also available in Personal.
Workspace reference
| Feature | Personal | Organization |
|---|---|---|
| Requests, tasks, ordered steps, and email assignees | Available | Available |
| Required comments and electronic signatures | Available | Available |
| Discussions and discussion attachments | Available | Available |
| Task response attachments | Available | Available |
| Request revisions | Available for eligible requests | Available for eligible requests |
| Employees and employee assignees | — | Available |
| Teams and team assignees | — | Available |
| Delegations | — | Available |
| Workflow templates | — | Each member creates and manages their own |
| Receipts and verification links | View, share, and delete receipts issued to you | Every member can view, share, and delete receipts issued to them |
| Plans, usage, and retention | Manage your own plan and settings | Owners and Admins manage the plan and settings |
| Profile, saved signature, MFA, passkeys, and API tokens | Account settings | The same account settings across workspaces |
Organization permissions
Members can view employee, team, and delegation directories. Owners and Admins manage employees, teams, delegations, billing, and retention. Templates are private to their creator within the organization. Receipt access is limited to the user each receipt is issued to. Only the Owner can schedule organization deletion.
Access to a request or task depends on participation, team relationships, and delegation. Organization membership alone does not expose every workflow or grant access to another organization's records.
See Employees and roles for the role reference and Usage and limits for plan restrictions. Open Plans for your current allowances and available plan choices.