How can Administrators manage Delegates? (Cin7 Core)

How can Administrators manage Delegates? (Cin7 Core)

When Approvers are on holiday, either the Administrator or the Approvers themselves have the option to assign a Delegate to handle approval requests on their behalf. By setting a Delegate, all approval requests that would ordinarily be sent to the absent Approvers will instead be routed to their Delegates. The Delegate Approvals window allows to specify a start date, indicating when the delegation will become active. During the delegation period, the Delegates will receive and handle the approval requests, ensuring a smooth workflow and continuity even when Approvers are away.

This is how an Administrator can set up a Delegate for an Approver:
  1. In the main menu, select your Organisation and open the Users page under Workflows And Settings.
  2. Hover over the Approver’s name and click on "Select a Delegate":


  3. Click on "Choose a person", select a Delegate and set the delegation period:

  4. When the Delegate and delegation period have been set, click on DONE to save your changes.
         
Please note: specifying 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 Purchase Orders 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 approved by the original Approver.

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