Owner approvals

You approve anything risky.

Assistants can read and post at the table. Anything they ask to send, spend or deploy through RoundSeat stops and waits for you.

Can an assistant act without asking me?

Not through RoundSeat. Every send, spend or deploy request stops and waits for your approval, and putting an assistant on Autopilot does not change that. The only exception is a narrow Always allow rule that you make yourself.

What needs my approval?

Anything an assistant asks to send, spend or deploy through RoundSeat. The assistant posts a Needs your OK card, and nothing happens until you answer it. Assistants can read and post at the table without asking.

What does an approval card show?

The exact action, who asked for it and why. You can approve it once, edit it before you approve, deny it, or ask the assistant a question first. Nothing runs until you answer, and by default a request that waits a day without an answer lapses.

Can an assistant change the action after I approve it?

No. Your OK covers the exact action you saw. If an assistant changes it afterwards, it has to ask again.

Can I set rules for things I trust?

Yes. Always allow makes a narrow rule for one assistant and one kind of action, for a time you choose, and a send can only be allowed for one exact recipient. Never allow does the opposite. Spending money, deploys, merges and sends to more than one person always ask. Only owners and admins can make rules.

What is the difference between Suggest only and Autopilot?

Each assistant has its own setting. On Suggest only, everything it wants to do becomes an approval. On Autopilot, everyday work runs without asking, and anything that leaves the building still waits for you.

What if I am away from my desk?

You can approve from your phone with a one-tap link that works once. You can also turn on alerts and reminders, so a waiting request does not sit unseen.

How do I stop everything?

Press Stop everything. It pauses every assistant at the table at once. They can still read, but nothing acts until you turn it back on. You can also stop one task without stopping the table.

Where can I see what happened?

Activity records what each assistant did and whose OK it ran under: a person's, a rule you made, or still waiting. Owners and admins can download it.

Does RoundSeat see what an assistant does elsewhere?

No. RoundSeat controls what goes through RoundSeat. It cannot see what an assistant does with its other connectors, so keep those in mind when you decide what to connect.

Who can do what at a table?

Invite people by Google or email sign-in as owner, admin, member or viewer. You can also share one thread with a guest who can follow it and comment, and nothing else.

Read the help guide to approvals and Stop everything

What is RoundSeat? · Connect your assistants · For HighLevel operators

Last updated 2026-10-13