Managing Substitutes

Substitutes allow another user to act on your behalf during your absence (e.g., holiday, sick leave). This ensures approval workflows are not blocked when you are unavailable.

Adding a Substitute (for yourself)

1. Go to Settings → Profile, then click the Substitutes link.
2. Click + Add Substitute.
3. Fill in:

4. Click Save.

During the substitution period, the substitute user sees your pending approvals in their queue (in addition to their own).

How Substitution Works

• The substitute can approve or reject on your behalf.
• The audit log records both the original approver (you) and the substitute who acted.
• You continue to receive notification emails — the substitute also receives them.
• If both you and your substitute act on the same item, the first action wins.

Editing or Removing a Substitute

1. Go to Settings → Profile → Substitutes.
2. Click the substitute entry.
3. Update the dates or click Remove.

Administrator-Managed Substitutes

Administrators can configure substitutes for any user:

1. Go to Users → [User], then click the Substitutes link on the user's detail page.
2. Follow the same steps as above.

This is useful when a user is unexpectedly absent and cannot configure their own substitutes.