Please follow the below step by step guide:

  • Navigate to: Admin > Users > Users
  • Locate the user whose Authorisation Template 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
  • Press the blue Change Template button, read the message and then press the OK button
  • Note: It is strongly recommended that the user has no pending requests in e-days prior to changing their Authorisation Template
  • Click on the value for the Authorisation Template setting and select the new template from the list offered
  • Assign approvers for each step of the new 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.