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Managing Backup Approvers

Alyssa Cook
  • Updated

 

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
    preferences.png
  2. Select Backup Approvers 
    backup_approvers.png
  3. To Create a Backup Approver, click Select Approver and select a user from the drop-down list
    select_approver.png
    1. Set a Duration 
      duration.png
      • 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
      add_approver.png
  4. To Edit a Backup Approver, select Edit Approver (pencil icon) next to the backup approver you want to edit
    edit_approver.png
    1. Make all desired edits to the backup approver
      make_edits.png
    2. Click Save
      save_approver.png
  5. To Delete a Backup Approver, select Remove Approver (trashcan icon) next to the approver you want to delete
    remove_approver.png
  6. After you have finished managing approvers, select Save Changes 
    save_changes_backup_approvers.png
  7. Click OK on the pop-up
    ok_approvers.png

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