Authorization Workflows

How to create a workflow

Authorization workflows in Luware Recording provide a structured, auditable process for granting access to recorded communications and deleting . Users submit authorization requests that specify the conversations, cases, or labels they need, which are then reviewed and approved (or rejected) by designated approvers. These workflows support escalation paths and can be tied to labels, cases, or user groups, ensuring that sensitive actions such as playback, export, or legal‑hold modifications are only performed after proper authorization and are fully logged for audit purpose

You must have the Luware Recording “Compliance Plus” license or higher.

You can review the licenses packages here - Luware Recording - Solution Packages

 

Creating the Workflow

You must have the appropriate permissions to create workflows. 

For approval workflows, you need multiple users to approve the workflow in order to complete it.

 
  1. To create a workflow, first login to the Luware Recording portal with an account that has the correct permissions assigned, and from the top menu open the ‘Workflows’ menu and select ‘Approval Workflows’

In the Workflows page, click ‘Add New Approval Workflow’ in the top right of the screen.

  1. Name your approval workflow and a description if desired.
  2. Now you will want to add approval steps into your workflow. This is where you set the users who can approve your workflow.
    1. Set a Name for the approval step
    2. Select from the Approvers drop down from the following options.
      1. Selected Users(s) – For specific selected user approvers
        A screenshot of a computer

Description automatically generated
      2. Group Manager(s) of Selected Group(s) 
        A screenshot of a group

Description automatically generated

Deadlines and reminders can also be configured on this page. Input the number of hours if you wish to use this feature.

 

Now with the workflow created, you can use this repeatedly in Luware Recording. You can come back and edit the workflow details at any time by going back into the Workflow menu and edit this workflow.

 

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