What is a Delegate Approver?
A Delegate Approver is a platform user authorized to act on behalf of another user in approval workflows. For example, if Jim Smith is responsible for approving a step in a published workflow for card requests but takes time off, delays may occur, leaving requests unresolved. To prevent this, Jim (or an Admin) can designate another user, such as Lara Newman, to handle approvals during his absence. Once assigned, Mesh redirects Jim’s approval tasks to Lara, allowing her to take the necessary actions. When Jim returns, he (or an Admin) can revoke the delegation, resuming his approval responsibilities.
How can users set their Delegate Approver?
Log into the Mesh platform, navigate to the bottom left, and click your name. Then, select View Profile. Scroll to the Delegate Approver section, toggle the feature ON, and select a user. To change your selection, use the dropdown menu to choose a different user. To stop delegating approval tasks, toggle the feature OFF.
How can Admins set a delegate Approver on behalf of a user?
Log into the Mesh platform as an Admin, navigate to the Employees page, scroll to the Delegate Approver section, toggle the feature ON, and select a user.
Notes:
- Both the original & the delegate approvers will get notifications for new approval requests.
- You can assign a Delegate Approver from your entity or from any other entity in your Org.
- The Delegate Approver works with any workflow (GP, Subscription, Travel and Expenses) in the platform.
- If you are not longer involved in approval workflows and you assign a Delegate Approver nothing will happen. In other words, the platfrom will not forward approval tasks to the person you delegated approvals to.
- There is no scheduler at the moment and or integration with Out Of Office (OOO) calendars. In other words, users need to the Delegate Approver (On or OFF) manually.
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