Approvals sent through Ally mean every decision is time-stamped and saved to the project record, protecting both you and the client if there's a disagreement later.
1. Under the Approvals tab, click "+ New Approval."
2. Add the request details, then click "Continue" to move to Files and attach any documents.
3. Under People, choose each person's role: "Approval Req." (must review and approve), "View Only" (sees the request but isn't required to approve), or "Not Shared" (excluded entirely).
4. Optionally link the approval to a subcontract, RFI, or task, and add discussion in the other sections.
5. Click the green button to send the approval.
Client accounts are unlimited on every plan, so every client on every project can have their own login at no added cost.