Follow the steps below to set up a delegate approver:
Go to Settings on the sidebar.
Look for the Notifications section.
Navigate to the Activity and Identity section to locate the Identify Delegate Approver checkbox.
Enable the Identify Delegate Approver box to activate the delegation feature.
Select the user who will be your delegated approver from the drop down list,
Enter the delegation end date and delegation end time to define when the delegation will expire. Once done, click Save.
You will see a prompt message:
"The delegate approver will receive your approval request, but only for their own team."
This means the chosen delegate approver will only receive approval requests if they support the same location as you.
For example, if you support Location X, the delegate approver must also support Location X to receive the request. If they support Location Y only, they will not receive your approval requests.
Key Points to Remember:
Once delegation is enabled, it takes effect immediately.
Delegation is temporary and expires automatically at the set end date and time.
The delegate approver will receive approval notifications on behalf of you only during the delegation period.