How can I change Approvers for a particular request on the fly?

There is an option to edit the Approvers for particular requests. No need to change the whole approval workflow every time.  Administrators, Approvers and Requestors have different privileges in terms of changing approvers. 

1. ApprovalMax provides Company Admins with the option of changing Approvers for a running request in order to handle exceptional, non-standard situations.

A Company Administrator can:
  • Add any Approver
  • Remove any Approver

2. Approvers can add other Approvers from their Company, remove the ones they have added and reassign request to another Approver.
Approvers cannot remove Approvers that were added by approval workflow rules or by someone else (these are marked with a “Locked” icon)

3. Requesters can add other Approvers from their Company to any step, and remove the ones they have added.

To change Approver (add or remove), click on the “Change Approvers” button which is located under the approval step, next to the last Approver.

This button is not available:

  • In closed approval requests
  • In steps that already have been approved or rejected

Add or remove Approver and click on 'Done'

To reassign request to another approver click on the "Reassign" button:

Select an Approver and click on "Done":

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