Goal:
- Set up approval delegation from one user to another.
Tips!
- 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.
Steps:
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Go to Settings > Manage Users.
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Find select the delegator's name.
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Go to Approver Settings tab.
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Select the Delegate button.
5. Toggle the switch ON to Move the users Currently Pending Approval orders
6. Select the user you wish to Delegate to
7. Submit your changes
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