How are editing permissions inherited during the substitution process?
When Approvers go on holiday, they or the Administrator can assign a Substitute to handle approval requests on their behalf as well as set a start and end date for this. During this period, all approval requests normally heading to the absent Approver will instead be routed to their Substitute for authorisation.
ApprovalMax supports the delegation of editing permissions for Approvers:
- If the Substitute already has editing permissions, those will be applied.
- If a Substitute has no editing permissions but the user they're standing in for has, the Substitute will automatically inherit those permissions for the duration of the substitution period.
- If a user
who has no editing permissions becomes a Substitute for multiple users who have
these permissions, the Substitute will not be able to edit.
Related Articles
What is the difference between the Review step and the Editing on Approval feature?
What is the Editing on Approval functionality? Approvers with editing privileges can change requests during the approval process without having to reject them. ApprovalMax Administrators and Workflow Managers can grant editing permissions to ...
What is happening with the Review functionality?
ApprovalMax launched a basic Review and Coding functionality for only Xero Bills in 2017. We have since developed an advanced and new Review and Editing functionality that is more flexible and efficient, and covers most Xero workflows. Therefore, ...
How to split Line Items during Editing on Approval
To split Line Items, Approvers can clone a Line Item for editing – if they have the following editing permissions in the step: Description Unit price Quantity Account Tax rate Please note: The total amount of the request must remain unchanged. ...
What is the Editing on Approval functionality?
ApprovalMax now offers an Editing on Approval functionality in workflows for Xero Purchase Orders/Bills/Sales Invoices/Quotes in Xero-connected Organisations (available in beta). This feature allows Approvers with editing privileges to modify ...
How to set up mandatory fields for editing
An Organisation Administrator/Workflow Manager can set mandatory fields as editable by Approvers during the approval process. During the setup of editing permissions for Approvers, select the fields you want to be mandatory and then grant editing ...