- Set up approval delegation from one user to another.
- Procurify web app
- Only users with Manage Users access under Settings will be able to perform the steps below.
- The delegator and delegate should both have Approver roles.
- If you run into any problems when completing the steps below, please don't hesitate to reach out to our support team. We're here to help!
Go to Settings > Manage Users.
Find select the delegator's name.
Go to Approver Settings tab.
Select the Delegate button.
If you want to move all the delegator's pending approval requests, switch the slider to On. Otherwise, you can move to the next step.
Assign the approvals to the delegate.
It's optional to fill out the date when the delegation will stop and/or send a message to the delegate.
Don't forget to Submit your changes! :)