The Potential Approver role allows a user to be selected as an alternative approver for travel and expense claims.
Users with this role are not automatically assigned as approvers. Instead, they can be selected whenever the current approver needs to be replaced, for example during vacation, sick leave, or other temporary absences.
How the role works
When a user has the Potential Approver role, managers with permission to change the approver can select that user as the approver for a travel or expense claim.
The role is designed to provide flexibility without changing the organisation's normal approval structure.
Important information
The Potential Approver role is not visible to all users.
Only users with permission to manage or view roles can see who has been assigned the role. For this reason, administrators should inform managers which employees have the Potential Approver role so they know who can be selected when an alternative approver is needed.
Related articles
- Approver
- Approval Controller
- Travel and Expense Statuses
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