CivicClerk 8 Help Center

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 
    user_menu_icon.png

  2. Select Preferences 
    user_menu_preferences.jpg

  3. Select Backup Approvers 
    backup_approver.png

  4. To Create a Backup Approver, click Select Approver and select a user from the drop-down list
    select_approver.png

  5. Set a Duration 
    duration.png
    • 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 
    add_approver.png

  7. To Edit a Backup Approver, select Edit Approver (pencil icon) next to the backup approver you want to edit
    edit_approver_button.png
  8. Make all desired edits to the backup approver
    edit_approver.png
    • 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 
    save.png

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

  11. After you have finished managing approvers, select Save Changes 
    save_changes_deleted.png

  12. Click OK. You have successfully managed your backup approvers
    ok_successfully_delete_approver.png

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