How can Administrators manage Delegates? (Stand-alone)

How can Administrators manage Delegates? (Stand-alone)

If Approvers go on holiday, the Administrator (or the Approvers themselves) can set a Delegate for them. In this case, all approval requests intended for those Approvers will be sent to the 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 the Users page under Workflows and Settings:

  • Hover over the Approver’s name and click on Select a Delegate:



  • Click on Choose a Person, select a Delegate and set the delegation period*:


    (*) 
    This feature is available in beta, please contact support if you're interested in giving it a try.

  • When the Delegate and delegation period is set, click on DONE to save your changes: 


    Please note:
    setting a delegation period is optional; if set, it includes both the start and end date.

Once a Delegate has been set, the original Approver won't be notified about pending approvals. The specified Delegate will receive all incoming approval requests intended for this particular Approver while he/she is absent. If the Delegate is removed before he/she has authorised all Bills waiting for approval, the original Approver will receive a notification about all the requests still pending their approval.


Please note: the Delegate won't see requests aproved by the original Approver.


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