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Delegation - How to assign another user to approve on your behalf?

Setup delegation before heading out for a vacation and ensure smooth approvals without any hiccups.

Updated over a month ago

When a delegation is set up, the person to whom the authority is delegated can approve orders, expenses, receipts, and invoices on your behalf.

While the delegation is in place, you can still approve or reject the documents.

Steps:

Step 1: Login

  • Login to your ProcureDesk account and click on the Profile Icon in the top-right corner (ensure you are on the Standard side).

Step 2: Delegation settings

  • Click on the "Delegation" tab.

  • Select the person you want to delegate the approval authority to.

  • Enter the Start date and the End date and hit "Save" to create a delegation.

Check this Guide to know how an Admin can Set up a Delegation on behalf of Other Users.

FAQs & Troubleshooting

  1. How to disable a delegation before its end date?

    • Navigate back to Profile > Delegation (from where you created the delegation) > Under Delegation List, click on "Inactive" under Action.
      The status of the delegation will change to inactive after this.

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