How to activate and deactivate Approval Delegation

Contents 

How to delegate your Approvals 

How to delegate an alternate user's Approvals 

How to deactivate delegation mode for others 

What is Approval Delegation

Approval Delegation allows Approvers to pass their approval responsibilities onto another Approver - for a given period of time. This might be used if an Approver goes on vacation and needs their approvals managed while they're away. Approval delegation will work even if delegated to someone with an approval threshold lower than the delegator.

Any user can delegate their own approvals. Superusers can manage Approval Delegation for all Approvers. 

What types of Approvals can be Delegated?

• Approval delegation only applies to Orders/Expenses/Travel and Bills.
• It does not apply to spending cards or payments.

How to delegate your own Approvals 

1. Click the profile icon in the top right corner of the web app.
2. Click your name.
3. Select the Approver Delegation tab 
4. Click Delegate
5. Input Assign To. A warning message will appear in the pop-up window if the assign to user has fewer permissions than the delegator. 
6. Select the Expected Return Date and an Optional Message
7. 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. 
8. Select Submit

To deactivate the delegation for yourself, return to the above page, and select Cancel Delegation.

Important: Approval Delegation must be manually turned off. Delegation does not turn off automatically, even if a date range is set. 

How to delegate for another Approver'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. Input Assign To. A warning message will appear in the pop-up window if the assign to user has fewer permissions than the delegator.
6. Select the Expected Return Date and an Optional Message. 
7. 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.
8. Submit your changes

To deactivate the delegation for yourself, return to the above page, and select Cancel Delegation.

Important: Approval Delegation must be manually turned off. Delegation does not turn off automatically, even if a date range is set.