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Guide for Replacing an Inactive User in Workflows.
Guide for Replacing an Inactive User in Workflows.
Updated over a week ago

Prerequisites

Ensure you have Admin privileges.

Step-by-Step Instructions

  1. Access the User's Profile:

    • Navigate to the Users section in your system.

    • Click on the profile of the user who will be replacing the inactive user.

    • Ensure the new user has the necessary approval privileges to be added to workflows.

  2. Navigate to Workflow Configurations:

    • Go to the Configurations section.

    • Select Manage Workflows.

  3. Open the Relevant Workflow:

    • Identify and open the workflow where the inactive user needs to be replaced.

    • You will notice the user name field is blank for the inactive user.

  4. Replace the Inactive User:

    • In the blank user name field, enter the name of the new user who will take over the workflow responsibilities.

    • Save the changes once the new user has been added.

  5. Test the Workflow:

    • To ensure that everything is functioning correctly, submit a new document.

    • Confirm that the new user receives approval notifications and can perform the necessary actions.

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