Out-of-office Approver

If you’re going on a vacation or caught up with business meetings, you can assign another approver to approve transactions on your behalf. When you assign an out-of-office approver, all the transactions that are submitted to you will be auto-forwarded to their Approvals tab through which they can approve the transactions. Besides approving the transactions that are auto-forwarded to them, an out-of-office approver can also perform other actions such as editing transactions, forwarding transactions, etc., that a approver or an admin can normally perform in their Approvals module.

Unlike delegates, out-of-office approvers need not switch between views. Once an out-of-office approver is appointed, all the transactions will be automatically forwarded to their account. You can also configure the duration after which the transactions will cease to be auto-forwarded to your out-of-office approver. Your out-of-office approver will be the approver of all the transactions that are auto-forwarded from your account during the configured duration.


Add Out-of-office Approver

Prerequisite: Only approvers and admins can be appointed as out-of-office approvers. You can add only one out-of-office approver for yourself.

To add an out-of-office approver:

  1. Go to My Settings on the left sidebar.
  2. Click + Add Out Of Office Approver.
    Add Out Of Office Approver
  3. Select the user you want to appoint as your out-of-office approver in the User Name dropdown.
  4. Select a Start Date and an End Date, after which the access given to your out-of-office approver will expire.
  5. Click Save. All the transactions that will be submitted to you during the configured duration, will be automatically forwarded to the Approvals section of your out-of-office approver.
    Add Out Of Office Approver

Change Out-of-office Approver

You can change the out-of-office approver that you’ve already appointed or you can have the same out-of-office approver and edit the duration of access given to them.

To change the out-of-office approver:

  1. Go to My Settings on the left sidebar.
  2. Click the Edit icon next to your out-of-office approver.
    Change Out Of Office Approver
  3. Modify the access duration or change your out-of-office approver.
  4. Click Save and your changes will be saved.
    Change Out Of Office Approver

Delete Out-of-office Approver

You can delete the out-of-office approver you have added.

To delete:

  1. Go to My Settings on the left sidebar.
  2. Click the Edit icon next to your out-of-office approver.
  3. Click the Trash icon at the bottom right corner of the pop-up.
    Delete Out Of Office Approver
  4. Click Delete and your out-of-office approver will be deleted.
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