> ## Documentation Index
> Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Approval defaults

> Choose which AI agent actions your customers must approve on their phone, and lock the rules that matter most.

**Approval defaults** lets you decide which agent actions your customers must approve on their phone before they happen. Your rules apply to every customer who hasn't chosen their own. A **locked** rule is always on, and customers can't switch it off.

To learn how approvals work on a call, see [Phone approvals for agent actions](/agents/phone-approvals).

<img src="https://mintcdn.com/kno2getherlabsltd/Yh4JvsuWg6Eg_26v/images/screenshots/approval-defaults-production-2026-09-29.png?fit=max&auto=format&n=Yh4JvsuWg6Eg_26v&q=85&s=a874dad98efd6207869fd78691dd4481" alt="Approval defaults, showing how many customers have paired a phone and the Add a rule box" width="1000" height="720" data-path="images/screenshots/approval-defaults-production-2026-09-29.png" />

## Open Approval defaults

In the Partner Portal, open **Settings → Approval Defaults**.

The **Your customers** panel shows:

* How many of your customers have paired a phone
* How many have locked rules but no phone — these customers can't use the locked actions until they pair one

## Add a rule

1. Under **Add a rule**, type the action in the form `app/ACTION_NAME` — for example, `gmail/GMAIL_SEND_EMAIL`.
   To cover every action in an app, use `app/*` — for example, `gmail/*`.
2. Select **Add**.

The rule applies to every customer who hasn't set this action themselves.

## Lock a rule

Lock a rule when customers must never be able to skip approval for that action. Select the lock icon next to the rule in your **Rules** list. Customers see a padlock next to locked rules.

<Warning>
  If a customer with a locked rule hasn't paired a phone, their agents can't use that action at all. Check **have locked rules but no phone** and ask those customers to pair a phone before you lock important rules.
</Warning>

## Give customers access to approvals

Customers need **MCP Access & Approvals** turned on to see the **Approvals** page. You can turn it on:

* For one customer: **Customers → Manage → Features & Add-ons**
* For everyone at once: **Settings → Customer Portal Defaults → Enable MCP Access & Approvals for All Existing Customers**

Then share the [Customer approval app](/customer-management/approval-app) guide so they can pair a phone.

## Related pages

* [Phone approvals for agent actions](/agents/phone-approvals)
* [Customer approval app](/customer-management/approval-app)
* [Platform configuration](/partner-portal/settings/platform-configuration)


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