MBA Approval Process for Clients

Overview

This article explains how clients receive, review, and respond to an MBA through the Advvy Client Portal.

The client approval process is triggered automatically once an MBA is submitted from Advvy and provides a clear, auditable workflow for review and authorisation.

Client Notification

When an MBA status is changed to Awaiting Approval, Advvy automatically notifies the client.

What Is Sent to the Client

The following actions occur automatically:

• An email notification is sent to the assigned Client Contact

• The email includes a direct link to open the MBA in the Advvy Client Portal

• The Advvy user who initiated the status change is CC’d on the email

• An MBA report is generated and either attached or linked (depending on configuration)

This ensures the client has immediate access to all required information to review the MBA.

Client Actions in the Client Portal

Once the client opens the MBA in the Client Portal, they can perform the following actions:

Review MBA Details

Clients can view:

• Media items included in the MBA

• Dates and flighting information

• Costs, fees, and totals

• Any comments or notes included with the MBA

Access Supporting Documents

• View or download any documents attached to the MBA

Provide Feedback

• Add comments or feedback directly within the MBA

• Request clarification or changes before approval

Approve or Reject the MBA

Clients can formally respond by selecting:

• Approve — confirming authorisation of the media activity

• Reject — declining approval, typically with comments explaining the reason

Client actions are recorded against the MBA for tracking and audit purposes.

What Happens After Client Action

• Approved: The MBA status updates to Approved and remains visible in the Client Portal

• Rejected: The MBA status updates to Rejected, indicating changes are required

Any status change is immediately reflected in Advvy and visible to internal users.

Important Notes

• Only MBAs with status Awaiting Approval are visible to clients

• Clients cannot edit MBA data directly

• Any required changes must be made internally and submitted via a new or updated MBA