Can I change a category approver?

Yes, you can easily update category approvers.

This can be done in two ways:

Option 1: Update by individual category within the Category Settings screen

Simply find the expenditure category in question, click anywhere on the line in the table and 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.

Top tip: You can select from this window to apply the change to 'all funds' or just the fund you are currently editing. 

Note: if you have previously had approvals turned on, and want to replace an approver for all categories so that you deactivate that user, you need to go to system settings, and temporarily turn on approvals in order to be able to see category approvers and replace them, before then turning back off approvals.

To help you better understand the Approvals module as a whole, please visit the module overview page here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Send us a message Send us a message