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CivicPlus - The Integrated Technology Platform for Local Government

Managing Backup Approvers

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Overview

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. Navigate to User Menu 
    navigate_to_the_user_menu.jpg

  2. Select Preferences 
    select_preferences.jpg

  3. Select Backup Approvers 
    select_backup_approvers_tab.jpg

  4. To Create a Backup Approver, click Select Approver and select a user from the drop-down list
    select_approver_from_the_drop-down_list.jpg

  5. Set a Duration 
    select_a_duration_for_approver.jpg
    • Choose one option
      • Disabled: Backup approver abilities are not active
      • Always: Backup approver abilities are always active
      • Date Range: Choose a specific Start and End Date for the backup approver to have approving abilities

  6. Click Add 
    select_add_to_add_approver.jpg

  7. To Edit a Backup Approver, select Edit Approver (pencil icon) next to the backup approver you want to edit
    select_edit_to_edit_approver.jpg
  8. Make all desired edits to the backup approver
    make_desired_edits_to_backup_approver.jpg
    • Duration:
      • Disabled: Backup approver abilities are not active
      • Always: Backup approver abilities are always active
      • Date Range: Backup approver abilities are active within a specific Start and End Date

  9. Click Save 
    click_save.jpg

  10. To Delete a Backup Approver, select Remove Approver (trashcan icon) next to the approver you want to delete
    select_remove_approver.jpg

  11. After you have finished managing approvers, select Save Changes 
    select_save_changes_to_save_backup_approvers.jpg

  12. Click OK. You have successfully managed your backup approvers
    select_ok_to_successful_approver_save_pop-up.jpg

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