Manage Backup Approvers

Backup Approvers help you approve your assigned items if you are unable to.

Instructions

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Preferences option:

3. Select the Backup Approvers tab:

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

   1. Set a Duration:

      • 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 the Add button (plus-sign icon) to add the approver:

5. To edit a backup approver, click the Edit Approver tool (purple pencil icon) next to the backup approver you want to edit:

   1. Make all desired edits to the backup approver:

   2. Click the Save tool (green checkmark icon):

6. To delete a backup approver, click the Remove Approver tool (red trash can icon) next to the approver you want to delete:

7. After you have finished managing approvers, click the Save Changes button:

8. Click the OK button on the pop-up that appears: