Managing approval delegates

admins with the appropriate access can view and manage approval delegates on behalf of any user in the organization this is useful for setting up delegates on someone's behalf, or for auditing who has delegates configured across the org users can also set up their own delegates independently see setting up an approval delegate https //docs charthop com/edit your user settings for the user facing instructions accessing the approval delegates page go to admin > approval delegates this opens a table showing all users in the organization who have delegates configured, along with their delegates and approval types (scenarios, time off) managing a user's delegates from this view you can add a delegate for any user by selecting the user and assigning a delegate for the relevant approval type edit an existing delegate assignment remove a delegate assignment for any user only active users with a filled job can be selected as a delegate audit trail all changes made from the admin view are recorded in the audit trail as the admin acting on behalf of the user whose delegates were modified the user will also see the updated delegate reflected in their own user settings