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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 > Preferences
    user menu, preferences
  2. Select Backup Approvers 
    backup approvers tab
  3. To Create a Backup Approver, click Select Approver and select a user from the drop-down list
    select approver drop-down menu
    1. Set a Duration 
      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 + to add
      green plus add button
  4. To Edit a Backup Approver, select Edit Approver (purple pencil icon) next to the backup approver you want to edit
    edit approver button
    1. Make all desired edits to the backup approver
      make changes to backup approver
    2. Click Save (green checkmark)
      green checkmark to save
  5. To Delete a Backup Approver, select Remove Approver (red trash can icon) next to the approver you want to delete
    remove approver button
  6. After you have finished managing approvers, select Save Changes 
    save changes button
  7. Click OK on the pop-up
    successfully save pop-up, okay

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