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How to reassign requests as a Default Approver

Updated over 2 months ago

Default Approvers are used as a fallback in approval workflows. When no matching Approver is specified in the matrix rules, the request is routed to the Default Approver instead.

If a request is assigned to you as the Default Approver, you can take the following actions.

Change Approvers

  • Click on the Pencil icon in the Approval Workflow section of the request:


  • In the Change Approvers window, you can

    • Remove existing Approvers using the X icon:

  • Click on Add an Approver to assign a new one:


  • Leave a comment to explain the change.

  • Click on DONE to confirm the update.

Reassign the request to another Approver

  • Click on the Reassign icon in the Approval Workflow section:


  • In the Reassign window, select a user from the list:

  • Add a comment to explain why you're reassigning (required).

  • Click on REASSIGN REQUEST.

  • The selected user will receive a notification and the request will appear in their approval queue.

Please note: The Default Approver option is not available if there is an Approver in the step who is eligible to approve all requests because, for example, their approval matrix entry includes only "Any" values (Any Amount, Any Requester, Any Region, etc.).


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