If an approver needs to be replaced across one or more approval flows, an Account Administrator can replace the approver from the Admin area.
How does the feature work?
Replacing an approver will update all selected approval flows on the current page where that user is assigned as an approver.
The replacement user will be assigned to the same approval position within each selected approval flow.
Any expenses awaiting approval from the approver being replaced will move to the replacement approver for approval.
If the name of the approver being replaced is included in the Approval Flow Name, the name will automatically be updated with the replacement user's name.
How to replace an approver
To replace an approver on existing approval flows, follow the steps below:
1. Click Account Name > Admin.
2. In the Account Setup section, click the Approval Flows subheading.
3. Tick the checkboxes next to the Approval Flows where you'd like to replace the approver.
4. Click Actions, then select Replace Approver from the drop-down.
5. In the pop-up window, make the following selections and review the confirmation message, which shows how many approval flows will be updated.
Approver to replace - Select the approver you want to replace.
Replacement user - Select the user who will replace the current approver.
6. Click Confirm.
