How do I authorize a delegate or assign an out-of-office approver?

To give access to a delegate:

  1. Go to My Settings on the left sidebar.
  2. Click + Add Delegate. Add Delegate
  3. Click the user to whom you want to give the delegate access under the Delegate Access To field.
  4. Select the Access Type.
  5. Select the End Date on which you want the access given to your delegate to expire.
  6. Click Save.

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
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