Help · Approvals & controls

How to delegate approvals

Hand your approvals to someone else for a period (leave) or permanently; their decisions are recorded as "approved on behalf of" you.

Who can do this: Approvers delegate their own authority; admins can set standing delegations.

Steps

Step by step

Settings → Approvals & delegation → Delegate my approvals (or Out of office).
Enter Delegate to (email), Only these types (optional) and whether it is standing or for dates (start–end).
Save. Documents routed to you go to the delegate during that period.
Their decision is recorded as "approved on behalf of" you, with both names in the audit trail.
Temporary delegations end automatically on the end date.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.