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Manage Backup Approvers for Another User

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This article will show you how to manage Backup Approvers for another user. Backup Approvers help users approve assigned items if they are unable to.

 

Important Note

Only users with an Administrator classification can create backup approvers for other users.

 

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Add a Backup Approver for Another User

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile.
  4. Click the Users tile
    The Users tile with a person icon.
  5. Click the Edit tool (purple pencil icon) to the right of the name of the user with the password that needs to be changed
    The Edit tool to the right of an example user.
  6. Scroll to the Meetings section
    The Meetings section on the User Details page.
  7. Navigate to the My Backup Approvers section and click the Add My Backup Approver button
    The white, rectangular Add My Backup Approver button which appears to the right of the My Backup Approvers header.
  8. Click the Approver field and choose a backup approver from the dropdown list
    The Approver dropdown.
  9. Select the duration of approver abilities
    The Backup Approver duration options.
    • Always: Grant approver abilities immediately and indefinitely
    • Specific Dates: Grant approver abilities temporarily within a specific date range
    • Disabled: Revoke approver abilities
  10. Click the Add Backup Approver button
    The green, rectangular Add Backup Approvers button in the lower-right corner of the Backup Approvers modal.
  11. The backup approver has been added

 

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Edit a Backup Approver for Another User

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile.
  4. Click the Users tile
    The Users tile with a person icon.
  5. Click the Edit tool (purple pencil icon) to the right of the name of the user with the password that needs to be changed
    The Edit tool to the right of an example user.
  6. Scroll to the Meetings section
    The Meetings section on the User Details page.
  7. Navigate to the My Backup Approvers section and click the Edit tool (purple pencil icon) next to the approver you wish to edit
    The Backup Approver Edit button to the right of an example backup approver.
  8. Click the Approver field and choose a backup approver from the dropdown list, if desired
    The Approver dropdown.
  9. Select the duration of approver abilities
    The Backup Approver duration options.
    • Always: Grant approver abilities immediately and indefinitely
    • Specific Dates: Grant approver abilities temporarily within a specific date range
    • Disabled: Revoke approver abilities
  10. Click the Save Changes button
    The green, rectangular Save Changes button in the lower-right corner of the Backup Approvers modal.
  11. The backup approver has been edited

 

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Delete a Backup Approver for Another User

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile.
  4. Click the Users tile
    The Users tile with a person icon.
  5. Click the Edit tool (purple pencil icon) to the right of the name of the user with the password that needs to be changed
    The Edit tool to the right of an example user.
  6. Scroll to the Meetings section
    The Meetings section on the User Details page.
  7. Navigate to the My Backup Approvers section and click the Delete button (red trash can icon) next to the approver you wish to delete
    The Backup Approver Delete button to the right of an example backup approver.
  8. Click the Delete Backup Approvers button on the Delete Backup Approvers popup that appears to confirm the deletion
    The red, rectangular Delete Backup Approvers button on the Delete Backup approvers popup message.
  9. The backup approver has been deleted

 

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