Manage Backup Approvers

Backup approvers allow designated users to approve agenda items when the primary approver is unavailable. This helps keep approval workflows moving and reduces delays caused by absences or scheduling conflicts. In this article, you'll learn how to create, update, and remove backup approvers for your account.

Important Note

Agenda Managers can approve items on behalf of approvers and manage backup approver assignments for other users when needed. For instructions on how to make changes to someone else’s backup approvers, see the Manage Backup Approvers for Another User article.

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. Click the Select Approver menu and select a user from the dropdown list to add a backup approver, if desired:

   

   1. Set a Duration for the backup approver:

      

      • Always: Backup approver abilities are always active

      • Date Range: Choose a specific Start and End Date for the backup approver to have approving abilities

        Note:

        When Date Range is selected as the duration, Start and End fields appear along the new approver’s row. You can click into either of the Start and End fields to display a calendar picker that can be used to select the desired dates:

        

      • Disabled: Backup approver abilities are not active

   2. Click the Add button (plus-sign icon) to the right of the approver to add them:

      

   3. The approver will be added to the “My Backup Approvers” list:

      

5. Or click the Edit Approver tool (purple pencil icon) to the right of a backup approver to edit it, if desired:

   

   1. Make all desired edits to the backup approver:

      

      • User: Replace the existing backup approver by selecting a new user from the dropdown, if desired

      • Duration: Update the duration for the backup approver, if desired:

        • 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

      • Start: If Date Range is the selected duration, you can click into the Start or End fields to display a calendar picker that can be used to select the desired dates, if desired; if “Always” or “Disabled” is selected, this field will not be displayed

      • End: If Date Range is the selected duration, you can click into the Start or End fields to display a calendar picker that can be used to select the desired dates, if desired; if “Always” or “Disabled” is selected, this field will not be displayed

   2. Click the Save tool (green checkmark icon) to save your changes:

      

      Note:

      If you no longer wish to make edits, you can click the Cancel button (X icon) to reset the approver’s settings:

      

6. Or click the Remove Approver tool (red trash can icon) to the right of an approver to remove them from your backup approvers list, if desired:

   

   Note:

   The approver will no longer appear in the “My Backup Approvers” list:

   

7. Click the Save Changes button to confirm your backup approver edits when you have finished making changes:

   

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

   

9. Your backup approvers have been updated