Manage Backup Approvers for Another User

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.

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:

3. Click the User and Global Settings tile:

4. Click the Users tile:

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:

6. Scroll to the Meetings section:

7. Navigate to the My Backup Approvers section and click the Add My Backup Approver button:

8. Click the Approver field and choose a backup approver from the dropdown list:

9. Select the duration of approver abilities:

   • 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:

11. The backup approver has been added

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:

3. Click the User and Global Settings tile:

4. Click the Users tile:

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:

6. Scroll to the Meetings section:

7. Navigate to the My Backup Approvers section and click the Edit tool (purple pencil icon) next to the approver you wish to edit:

8. Click the Approver field and choose a backup approver from the dropdown list, if desired:

9. Select the duration of approver abilities:

   • 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:

11. The backup approver has been edited

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:

3. Click the User and Global Settings tile:

4. Click the Users tile:

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:

6. Scroll to the Meetings section:

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:

8. Click the Delete Backup Approvers button on the Delete Backup Approvers popup that appears to confirm the deletion:

9. The backup approver has been deleted