Please follow the below step by step guide:

  • Navigate to: Admin > Users > Users
  • Locate the user whose Approvers you wish to alter and press Edit on their row
  • You are now on the Profile page of that user's User Record, navigate down the page to the area called Authorisers
  • Click the box for the setting called Authorisation Level 1 and select the authoriser you wish to assign to this user from the drop-down list
  • Optionally do the same the setting called Alternatively
  • Repeat steps 5 and 6 for each step of the Authorisation Template
  • Press the orange Save Record button at the bottom of the page to save your changes

Please find our video tutorial link below:

Note: You will need the Users permission applied to your e-days role in order to carry out this task.