Prerequisites
Ensure you have Admin privileges.
Step-by-Step Instructions
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.
Navigate to Workflow Configurations:
Go to the Configurations section.
Select Manage Workflows.
Open the Relevant Workflow:
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.
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.