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To enable Approver Delegation, use it in conjunction with the Out of Office property. Set Out of Office to true for the person delegating their approval rights. You can do this by editing the person, selecting the Advanced tab, and enabling the Out of Office option. |
Procedure
Step 1
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– Locate the Person’s View Page
You can find the person's View or View One page by either:
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| Easy html macro |
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| theme | {"label":"solarized_dark","value":"solarized_dark"} |
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| contentByMode | {"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n<style>\r\n .accordion-button.collapsed{\r\n background: ghostwhite;\r\n }\r\n .image{\r\n max-width: 500px;\r\n padding: 10px;\r\n }\r\n</style>\r\n<div class =\"bd-example\">\r\n<div class=\"accordion\" id=\"accordionExample\">\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingOne\">\r\n <button class=\"accordion-button\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseOne\" aria-expanded=\"true\" aria-controls=\"collapseOne\">\r\n Search Using the Global Search Bar\r\n </button>\r\n </h2>\r\n <div id=\"collapseOne\" class=\"accordion-collapse collapse show\" aria-labelledby=\"headingOne\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <ol>\r\n <li>Select <b>Person</b> as the object filter and then enter the name of the\r\n person.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/personsearchfilter.png\" class = \"image\"/></p>\r\n <li>Click the card for the person</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/personsearchfilter_clickpersoncard.png\" class = \"image\"/></p>\r\n </ol>\r\n </div>\r\n </div>\r\n </div>\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingTwo\">\r\n <button class=\"accordion-button collapsed\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseTwo\" aria-expanded=\"false\" aria-controls=\"collapseTwo\">\r\n Search Using the Find Person Page\r\n </button>\r\n </h2>\r\n <div id=\"collapseTwo\" class=\"accordion-collapse collapse\" aria-labelledby=\"headingTwo\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <ol>\r\n <li>On the navbar, expand <b>Identity Administration</b>\r\n and select <b>People</b>.</li>\r\n <p>This directs you to the Find Person page</p>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/findpersonpage.png\" class = \"image\"/></p>\r\n <li>Search for the person and then click the <b>EmpowerID Login</b> link\r\n for the person.\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/personfindpageloginlink.png\" class = \"image\"/></p>\r\n </ol>\r\n </div>\r\n </div>\r\n </div>\r\n </div>\r\n </div>\r\n ","javascript":"","css":""} |
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Step 2
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– Edit Approver Delegates
On the person’s View or View One page, expand the Org Chart and Relationships accordion.
In the Approver Delegates pane, click the Edit link.
Step 3
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– Assign the Approver Delegate
In the Search field that appears, enter the name of the person who will act as the Approver Delegate.
Click the tile for the person.
Click the Save link to finalize the delegation.