Delegated approvers for approval requests
Key Takeaway
Filling in the Delegated Approver field is not enough by itself: each approval step decides whether the delegated approver can respond.
In a Classic Approval Process, the assigned approver is the user responsible for responding to an approval request. A delegated approver, also called a delegate, is someone that assigned approver appoints as an alternate for those requests.
How to name a delegated approver
When a user's Delegated Approver field is filled in, the delegated approver receives the same approval requests as that user. A user can name their own delegated approver from their personal settings by following these steps:
- Enter "Approver Settings" in the Quick Find box.
- If "Approver Settings" returns no results, enter "Personal Information" instead.
- Fill in the Delegated Approver field.
An admin can also assign delegated approvers by filling in the Delegated Approver field on each user's detail page.