Backup Approver
A backup approver performs approval actions during the absence of an approver. ServiceDesk Plus MSP enables users to self-configure backup approvers, ensuring uninterrupted service delivery.
A backup approver configured in one instance is applied globally to all instances.
Role Required:
- By default, SDAdmin, SiteAdmin, and SDCoordinator can configure a backup approver for themselves and for other users.
- Users can self-configure backup approvers if SDAdmin enables Allow users to configure their backup-approver under Admin > Advanced Portal Settings > Approval. However, they cannot configure backup approvers for other users.
Configure Backup Approvers
Go to Home > Backup Approver and click New. Fill out the form as directed.
|
Fields |
Explanation |
|
Approver* |
Select an approver for whom you want to assign a backup approver. Users with approver permission will be listed. |
|
Backup Approver* |
Select a user. For technicians, users are listed based on the site. |
|
From* and To* |
Choose the period for which the user needs to act as a backup approver. |
|
Move pending approvals |
Select this option to move all the pending approvals from actual approver to the backup approver. |
|
Comments |
Add comments if any. |
*Mandatory fields
Click Save.
List View Operations
Use the Hamburger icon beside the approver to Edit/Delete/Cancel the backup approver configuration.
Edit - Edit only active configurations. Only the To field can be edited.
Delete - Delete only future-dated configurations.
Cancel - Cancel only active configurations. On canceling a configuration, all pending approvals of the backup approver will be reverted to the primary approver, and the backup approver will be notified via email.
Filter Backup Approvers - By default, Active Backup Approvers will be displayed. Click the filter drop-down on top-left to select the required filter. Available options are: Active Backup Approvers, Former Backup Approvers, and Canceled Approvers.
