As an approver, you can delegate your approval rights to an alternative approver within your organisation. Once you have delegated your approval authority the person you have assigned will continue to receive items from your claimants until you delegate authority back to yourself. A delegate can be set up by the approver or an administrator.
How to set up a delegate?
- Select the Admin tab and select the Approvers option in the left menu.
The Approvers page is displayed, as shown in the following screenshot...
- Select an approver from the list to view Approver options, as shown in the following screenshot...
- Select the Delegate checkbox and select a person from the drop-down list to act as the delegate of the approver, as shown in the following screenshot...
- Select the Date Range checkbox to add the Time Zone and the Start Date/Time and End Date/Time fields for a specific delegation period, as shown in the following screenshot...
- Click the SAVE button.
- Click the profile icon and select MY PROFILE from the drop-down menu.
My Profile page is displayed, as shown in the following screenshot...
- Select the Delegate checkbox and from the Delegate drop-down menu, select the name of the person you wish to act as your delegate, as shown in the following screenshot...
- Select the Date Range checkbox to add the Time Zone and the Start Date/Time and End Date/Time fields for a specific delegation period, as shown in the following screenshot...
- Click the SAVE button.