The Approver View Access is a highly useful feature that provides your fellow Approvers with access to view other Approver's Order, Expense, and Travel Requests. Enabling this option will provide visibility into Requests pending their approval, as well as into anything that has already been approved or denied by them.
It's important to keep in mind...
This option will allow you to view Requests that have been submitted to other Approvers, however, it will not allow you to take action on these Requests in replace of the designated Approver.
Only users that have access to the Approver View Access section within the Settings will be able to make changes to this feature. If you believe that you would benefit from this additional visibility, but do not have access to these settings, we suggest reaching out to your account administrator for further assistance.
- The first thing you will need to do is navigate to Settings, and select the Approver View Access option under the Manage Access section.
- Once you're there, from the left-hand menu select the name of the User that you are giving additional visibility to. After that, select the blue Manage List button.
- Now, check the boxes next to the Approvers whose approvals you would like to follow. After that click Save.
After the quick setup is complete, you will see an additional drop-down available at the top of each of your approval pages. Use this field to add or remove visibility into other Requests within the system. For optimal visibility, select "All" at the bottom of the drop-down menu, but keep in mind you'll still be limited to who had been selected within the settings.