How to activate and deactivate Approval Delegation

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 

1. Click your name at the top right corner and click Account
2. Select the Approver Delegation tab 
3. Select Delegate
4. Input Assign to, Date, and an Optional Message
5. Select Submit

How to delegate an alternate user's Approvals 

The following steps can only be completed by a superuser. 

1. Go to Settings → Manage Users. 
2. Find and select the delegator's name.
3. Go to the Approver Settings tab.
4. Select the Delegate button.
5. Select the user you wish to Delegate to and the expected return date. 
6. If you do not wish to delegate all existing pending approvals, select the check box beside Move all of your pending approval requests over to your assignee.
7. Submit your changes

How to deactivate delegation mode for yourself 

1. Select your name in the top right-hand corner and go to Account. 
2. Select the Approver Delegation tab. 
3. Select Cancel Delegation. 
4. 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. 

1. Select Settings 
2. Select Manage Users 
3. Select the delegator (The person who is/will be away from the office)
4. Select Approver Settings
5. Select Cancel Delegation

• To deactivate delegation if you're the delegator select Cancel Delegation top right