How can Administrators manage Delegates? (Standalone)

How can Administrators manage Delegates? (Standalone)

If an Approver goes on holiday, the Administrator (or the Approver himself) can set a Delegate for him. In this case, all approval requests intended for this Approver will be sent to his Delegate.


This is how an Administrator can set up a Delegate for an Approver:

  1. Go to the main menu, select your Organisation and open Users page under "Workflows and Settings".

  • Hover on the Approver’s name and click on “Select a Delegate”.

  • Select the Delegate and click on “Done”.

  • Now, the specified Delegate will receive all incoming approval requests intended for this particular Approver while he is absent.  

Once a Delegate has been set, the original Approver won't be notified about pending approvals. If the Delegate is removed before he has authorised all requests waiting for approval, then the original Approver will receive a notification about all the requests pending his approval.



    • Related Articles

    • How can Administrators manage Delegates?

      If an Approver goes on holiday, the Administrator (or the Approver himself) can set a Delegate for him. In this case, all approval requests intended for this Approver will be sent to his Delegate. This is how an Administrator can set up a Delegate ...
    • How can Administrators manage Delegates?

      If an Approver goes on holiday, the Administrator (or the Approver himself) can set a Delegate for him. In this case, all approval requests intended for this Approver will be sent to his Delegate. This is how an Administrator can set up a Delegate ...
    • Can Administrators change user names?

      No, they can't. ApprovalMax Administrators don't have access to a user's profile data. Only the users themselves can change their user name by accessing "My profile" under the Avatar in the top right-hand corner.
    • Video: How to manage Billing & Subscriptions

      ApprovalMax product walk-through: how to manage Billing & Subscriptions https://www.youtube.com/watch?v=BEB64CuIGbc
    • Attaching files to stand-alone requests in ApprovalMax

      During the creation of stand-alone requests in ApprovalMax, you can attach files. However, some technical limitations do apply: ·         File extensions: any - except .exe, .com, .iso, .dex, .crx, .dmg, .ps1, .msi, .cmd, .bat ·         Max. file ...