Reassigning Approver(s)
Written by Michelle Henley
Updated at July 10th, 2024
Admins with the Reassign Approvers privilege, can reassign Approvers on any request that's In Progress.
Note: Requests with a status of Draft, Completed, or Canceled cannot be changed.
Note: Approvers can only be reassigned if they have not yet taken action. If an approver has already approved, they cannot be reassigned.
Note: The approver can be reassigned to any user in the system, even if that user doesn't have approver privileges. The reassigned request will appear in the selected user's approval tab and an email notification will be sent to the new approver.
To access the reassign approver feature, first click Admin from the left navigation bar, then click on the tile for View all Requests.
Once you have located the request that you need to reassign, click the Gray Icon containing three dots to the far right of the request ID. Select Reassign Approver.
A Reassign Approvers popup box will open. Once the approver has been reassigned, click Save Changes.
Once changes are saved, the system will:
- Send an email to the new approver to notify them that a request is awaiting their approval.
- Add a note to the request history that the approver was changed.
Note: The system does not automatically remove approver collaborators if the original approver is reassigned.
For example, if approver A has approver collaborators and/or an automated approver collaborator assigned, and approver A is reassigned to approver B, then the assigned approver collaborators for A still exist and can act on the request. Collaborators must be removed manually from the request by following the instructions for Approver Collaborators.