Goal
- what to do about approvals when someone goes on vacation
- approving on behalf of
- approving for another user
The following article outlines how to turn on and off Approval Delegation mode. Approval Delegation provides Approvers with the ability to allow their pending and incoming approvals to be processed by another Approver - for a given period of time. Only users with Superuser permissions will be able to delegate for an alternate user. The delegator and delegatee should both have Approver roles. Learn more about Approval Delegation.
Contents
How to delegate your Approvals
How to delegate an alternate user's Approvals
How to deactivate delegation mode for yourself
How to deactivate delegation mode for others
How to delegate your Approvals
- Click the image of your profile picture located at the top right corner and click your name
- Select the Approver Delegation tab
- Select Delegate
- Input Assign to, Date, and an Optional Message
- If you do not wish to delegate all existing pending approvals, deselect the check box beside Move all of your pending approval requests over to your assignee.
- Select Submit
How to delegate an alternate user's Approvals
The following steps can only be completed by a superuser.
- Go to Settings → Manage Users.
- Find and select the delegator's name.
- Go to the Approver Settings tab.
- Select the Delegate button.
- Select the user you wish to Delegate to and the expected return date.
- If you do not wish to delegate all existing pending approvals, deselect the check box beside Move all of your pending approval requests over to your assignee.
- Submit your changes
How to deactivate delegation mode for yourself
- Select your name in the top right-hand corner and go to Account.
- Select the Approver Delegation tab.
- Select Cancel Delegation.
- Confirm your action by selecting Continue within the pop-up that appears.
How to deactivate delegation mode for an alternate user
The following steps can only be completed by a superuser.
- Select Settings
- Select Manage Users
- Select the delegator (The person who is/will be away from the office)
- Select Approver Settings
- Select Cancel Delegation
- To deactivate delegation, if you're the delegator, select Cancel Delegation top right