Delegate your rights temporarily
Are you an approver going on a leave soon?
You can temporarily grant your approval rights to another user.
These can be retrieved once you're back.
To temporarily delegate your approval rights:
Click on your Avatar in the bottom left-hand corner of the interface > My profile > Role and permissions> Transfer your approval rights
Then select 'Delegate your approval rights '.
Select the member to whom you want to delegate your approval rights temporarily. This person will receive notifications for the requests you would need to approve.
Get your approval rights back → When you're back, simply click the "I'm back" banner at the top of the page to restore your approval rights.
Please note the following:
If you are an approver on several entities, the change will have to be made on each entity! Indeed, each entity does not have the same members (and therefore potential 'approval replacements').
Delegating your approval rights doesn't include the 'transfer confirmation' option which is only for Account Owners.
If you are an Account Owner and you wish to delegate this option, please delegate both of your 'approval rights' and 'account ownership'. The account ownership rights should be sent back by the new AO upon your return.
