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Configure a delegate approver

Learn how to configure a user to act on behalf of an approver for a specified period.

A delegate approver can act on behalf of an approver during a specified period, such as when the approver is not available.

During the configured period, approval and rejection requests assigned to the original approver are routed to the delegate user.

A delegation can have the following statuses:

  • Active: The delegation was approved and is currently in effect.

  • Revoked: The requester canceled the delegation.

  • Expired: The delegation period ended.

  1. From the Delegated Approvers tab click Create Delegation.
  2. Select the delegate user.
  3. Specify the start and end dates for the delegation.
  4. Save the delegation.