Delegating approval allows Shippers to assign another user to handle approvals on their behalf for a specified period.
Follow the steps below to set up a delegate approver:
- Go to Settings on the sidebar.
- Look for the Notifications section.
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Navigate to the Activity and Identity section to locate the Identify Delegate Approver checkbox.
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Enable the Identify Delegate Approver box to activate the delegation feature.
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Select the user who will be your delegated approver from the drop down list,
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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.