How do I create a Stand-in Approver?

Modified on Thu, Sep 18 at 6:14 PM

For times when potential approvers leave the company, or simply go on vacation, it can be useful to set a Stand-In Approver for them.


Stand-in Approvers replace the listed approver on invoices that match conditions set in Approval Policies.  However, they do not actually replace the potential approver in the Policy Conditions themselves.


Stand-in Approvals only work for accounts with Advanced (Rule-Based) Approvals, and for users with permissions to Approve Invoices.  Please contact your Account Manager or support@ottimate.com for more details.


Here's how to create and use Stand-in Approvals.


You can create Stand-In Approvers from two places:

  1. You can create your own from your Profile page:


  2. Administrators or those with Manage Users permission can create Stand-in Approvers for others from the Manage Users page:

        


To create a replacement, simply enter:

  • The Stand-in's name in the dropdown
  • The date the replacement starts (optional)
  • The date the replacement ends (optional)


If you do not enter a start date, all invoices currently requiring approval will be replaced by the Stand-in user selected.


If you do not enter an end date, all invoices going forward will perpetually require the Stand-in's approval.





Users with Stand-Ins will show with an icon in Settings > Manage Users, like so:




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