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Approval and Quota System

Manage user content requests with configurable quotas and administrative approval workflows. Set limits by user, require approval for specific content, and maintain control over library growth.

Quick Setup

  1. Navigate to Plex → Users and select a user
  2. Click Edit Quotas to configure limits
  3. Set quota type (daily, weekly rolling, or monthly) and limits
  4. Optionally enable Requires Approval for manual review
  5. Configure approval settings in Approvals → Approval Settings (expiration, notifications)
  6. Monitor and manage requests in the Approvals section

Key Features

  • User Quotas: Set daily, weekly rolling, or monthly limits per user for movies and shows
  • Approval Workflows: Require admin approval for quota-exceeded or rule-based content
  • Automatic Expiration: Configure requests to auto-expire or auto-approve after set timeframes
  • Bulk Operations: Approve, reject, or delete multiple requests simultaneously
  • Smart Auto-Approval: Automatically approve requests when content already exists in library
  • Real-time Notifications: Discord and Apprise notifications for new approval requests

How It Works

  1. User adds content to their Plex watchlist
  2. System checks quota status and routing rules
  3. Approval created if limits exceeded or rules require it
  4. Admin reviews and approves/rejects requests
  5. Content routes to Sonarr/Radarr after approval

Quota Types

TypeDescription
DailyReset at midnight in your timezone
Weekly Rolling7-day rolling window that shifts each day
MonthlyCalendar month-based with configurable reset day

Configuration

New User Defaults

Configure default quota and approval settings for newly discovered Plex users via Utilities > New User Defaults. This eliminates manual setup for each new user and ensures consistent policy enforcement. See the New User Defaults guide for complete details.

Individual User Management

Navigate to Plex → Users to manage individual user quotas:

User Settings

SettingDescription
Quota TypeDaily, Weekly Rolling, or Monthly
Quota LimitNumber of allowed requests per period
Separate LimitsDifferent quotas for movies vs shows
Bypass ApprovalAllow trusted users unlimited requests
Requires ApprovalForce all requests from this user to require approval
User Quota Configuration

Approval Settings

Configure approval behavior in Approvals → Approval Settings:

SettingDescription
Expiration HoursHow long before requests auto-expire (default: 72 hours)
Expiration ActionAuto-expire or auto-approve expired requests
Auto-Approve on Quota ResetApprove pending requests when user's quota resets (disabled by default)
Cleanup DaysHow long to keep expired requests in database
NotificationsConfigure Discord and Apprise notifications for new requests
Auto-Approve on Quota Reset

When enabled, pending requests triggered by quota limits are automatically re-evaluated during maintenance runs. If the user's quota has reset and they have quota available, requests are auto-approved in FIFO order (oldest first). This eliminates manual approval of quota-exceeded requests after quotas reset.

Approval System Settings

Approval Management

The approval interface provides:

  • Request Table: View all pending, approved, rejected, and expired requests
  • Advanced Filtering: Filter by user, status, content type, trigger reason
  • Real-time Updates: Live updates as requests are processed
  • Bulk Actions: Process multiple requests efficiently
Approvals Table

Approval Actions

Individual Actions:

  • Approve & Execute: Routes content immediately
  • Reject: Denies the request
  • Delete: Removes from database
Approval Details Modal

Routing Overrides (web UI only):

  • Modify quality profile and root folder
  • Adjust search settings, tags, and monitoring options
  • Change series type, season monitoring (Sonarr)
  • Set minimum availability (Radarr)
  • Configure multi-instance syncing for default instances

Bulk Operations:

  • Select multiple requests
  • Apply action to all selected
  • Add notes for record keeping

Content Router Integration

Configure approval requirements in routing rules:

IF season > 3
THEN require approval with reason "Long-running series requires approval"

The router stores complete routing decisions (instance, quality profile, tags) and executes them exactly as planned after approval.

Trigger Points

TriggerDescription
Quota ExceededUser reaches their daily/weekly/monthly limit
Router RulesContent matches rules configured for approval
Manual FlagsUser account set to require approval for all requests
Content CriteriaSpecific attributes trigger approval

Discord Bot Integration

Manage approvals directly from Discord:

  • Direct Message Notifications: Primary admin receives DMs with "Review Approvals" button
Discord New Approval Notification
  • Interactive /approvals Command: Browse pending requests with navigation buttons
Discord Approval Request View
  • Full Management Interface: Approve, reject, view details, or delete requests
Discord Approval Details
  • History Browser: Filter and review past approvals by status
Discord Approval History
  • Batch Notifications: Multiple requests grouped to reduce notification spam
  • Mobile Friendly: Complete approval workflow from Discord mobile app

Best Practices

  • Start with generous quotas and adjust based on usage
  • Use router rules for premium or high-cost content
  • Configure expiration to auto-handle old requests
  • Enable notifications for timely processing
  • Review usage statistics monthly

Troubleshooting

ProblemSolution
Quotas not resettingCheck timezone configuration and cleanup settings
Approvals not routingVerify target instances are still available
Missing notificationsConfirm Discord/Apprise configuration

API Reference

See Approval API and Quota API for programmatic access.