Skip to main content
Attention customers within hurricane impacted areas:
Due to widespread impacts resulting from hurricanes, CivicPlus is committed to enhancing our resources to manage the anticipated increase in traffic and mitigate any potential disruptions. We will prioritize all assistance requests from affected areas to ensure we provide the highest level of support possible. Please be assured that we are here to assist you in any way we can during this challenging time. Your safety and satisfaction are our top priorities.

Search

Updates to screenshots is paused due to frequent system updates. As a result, the images presented may appear outdated. If a visual alteration affects a process, we will revise the graphics. Thank you for your understanding during this period of flux.

Managing Backup Approvers for Another User

  • Updated:

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 Admin classification can create backup approvers for other users.

 

Instructions

  1. The first step is to navigate to the User Menu > Settings
    user menu, settings
  2. Select User and Global Settings 
    user and global settings button
  3. Select Users
    users button
  4. Select Edit (purple pencil icon) next to the user you wish to manage backup approvers for
    edit button (purple pencil icon)
  5. To add a backup approver, scroll down to the Meetings section and click Add My Backup Approver
    add my backup approver button
    1. Click Select Approver and choose a backup approver from the drop-down list
      select approver drop-down menu
    2. Select the Duration of approver abilities
      duration options
      • Always: Grant approver abilities immediately and indefinitely
      • Specific Dates: Grant approver abilities temporarily within a specific date range
      • Disabled: Revoke approver abilities
    3. Select Add Backup Approver
      add backup approvers button
  6. To edit a Backup Approver, select Edit (purple pencil icon) next to the approver you wish to edit
    backup approver edit button (purple pencil icon)
    1. Make all desired edits to the approver's abilities
      backup approver duration options
    2. Select Save Changes
      backup approver, save changes button
  7. To delete a Backup Approver, select Delete (red trash can icon) next to the approver you wish to delete
    backup approver delete button (red trashcan icon)
    1. Click Delete Backup Approvers to confirm the delete
      delete backup approvers button

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.