External User Dashboard
External User Approval
External users can review and participate in the approval process. Before that, an approval definition must be created, including the external user, and the starter should run the approval on the relevant Confluence page.
To include external users (without Confluence or Atlassian access) in the approval process, simply add an Email Step with their email address in your approval definition.
Creating Approval Path Account
Once an approval definition is started for a specific Confluence page, the external user will receive an email similar to the example below. This email will show who shared the page with them and include a link that leads to the Confluence page view with action buttons.
Upon clicking the link, the user will be prompted to create an Approval Path account, which includes setting a password. After creating the account, clicking the link labeled ‘here’ in the email will take them directly to their dashboard.
Dashboard
In Dashboard, external users can see their awaiting, completed approvals, and queued approvals.
Awaiting – Displays Confluence pages and also Jira issues currently waiting for user’s approval.
History – Shows completed approvals. Once an approval decision is made, it cannot be changed.
Queued – Displays pages and issues where approval is needed later in the sequence, after other approvers have taken action.
Confluence Page View for Approval
If an external user already has Approval Path account, the initial email will take them directly to below view.
Here, external users can:
Review detailed information about the Confluence page.
Choose an action: Approve, Reject, or Abstain
Optionally, add a comment to explain the decision