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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Manage Backup Approvers

  • Updated:

Backup Approvers help you approve your assigned items if you are unable to. This article will show you how to create, edit, and delete a Backup Approver.

 

 

Instructions

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Preferences option
    The User Menu with the Preferences option highlighted.
  3. Select the Backup Approvers tab
    A white, rectangular Backup Approvers tab below the Preferences header.
  4. To Create a Backup Approver, click Select Approver and select a user from the drop-down list
    The Select Approver drop-down menu.
    1. Set a Duration
      The Duration drop-down menu.
      • Always: Backup approver abilities are always active
      • Date Range: Choose a specific Start and End Date for the backup approver to have approving abilities
      • Disabled: Backup approver abilities are not active
    2. Click the Add button (plus-sign icon) to add the approver
      A square, green Add button with a plus sign.
  5. To edit a backup approver, click the Edit Approver tool (purple pencil icon) next to the backup approver you want to edit
    The Edit Approver button.
    1. Make all desired edits to the backup approver
      The selected backup approver highlighted within the My Back Up Approvers list.
    2. Click the Save tool (green checkmark icon)
      The Save button.
  6. To delete a backup approver, click the Remove Approver tool (red trash can icon) next to the approver you want to delete
    The Remove Approver button.
  7. After you have finished managing approvers, click the Save Changes button
    A green, rectangular Save Changes button in the bottom-right corner of the Preferences modal.
  8. Click the OK button on the pop-up that appears
    A green, square Ok button on the Successfully Save! confirmation pop-up.

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