Goal:
- Set up approval delegation from one user to another.
Where:
- Procurify web app
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.
- 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!
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.
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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.
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Assign the approvals to the delegate.
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It's optional to fill out the date when the delegation will stop and/or send a message to the delegate.
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Don't forget to Submit your changes! :)
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