Can I change a category approver?
This article explains how to change a category approver. This can be done in two ways.
In this article:
Option 1: Update by individual category on the category settings screen
Option 2: Change / replace an approver for all the categories they are responsible for
Option 1: Update by individual category on the category settings screen
On the Category Settings screen, find the expenditure category in question.
Click anywhere on the line in the table.
Then update the Primary Approver and/or Secondary Approver as required.
Option 2: Change / replace an approver for all the categories they are responsible for
Use the Replace Approver button on the Category Settings screen.
You can select from this window to apply the change to 'all funds' or just the fund you are currently editing.
If you have previously had approvals turned on but no longer do, and you want to replace an approver for all categories so that you can deactivate that user, then you need to temporarily turn on approvals in Approvals Settings. You can then see category approvers and replace them, before then turning approvals off again.
To help you better understand the Approvals module, please visit the module overview page here.