Can Someone Else Approve On Behalf Of My Approvers?

Understanding how expense approvals work is key to a smooth process, and ITILITE ensures clarity on who can approve your reports. While ITILITE does not offer automatic proxy approvals, there are clear mechanisms in place to manage approvals effectively.

Table of Contents

• Understanding Approval Workflows
• Access Delegation: A Powerful Solution
• When Your Approver is Unavailable
• Pro-Tips & Guardrails
• Verification & FAQs

Understanding Approval Workflows

In ITILITE, expense approvals are precisely controlled to ensure compliance and accuracy. The system relies on specific approvers who are either mapped to you in the Users section or designated within your company's Approval Rules. This structured approach ensures that every expense report follows a clear workflow before reimbursement.

Currently, ITILITE does not support an automatic "proxy approver" feature where a different person can automatically step in and approve a report if your primary approver is unavailable. Approval rights are always tied to the individuals configured in your company's approval settings.

Access Delegation: A Powerful Solution

While automatic proxy approval isn't available, ITILITE offers a robust feature called Access Delegation. This allows a user (the delegator) to explicitly grant another trusted user (the delegatee) the ability to act on their behalf within the platform. This is particularly useful if your approver is going on leave or is temporarily unavailable.

When Access Delegation is active, the delegate will have the same access and permissions as the delegator. This means if your approver delegates access to a colleague, that colleague can log in "as" your approver and perform all actions your approver could, including approving expense reports. You'll know when someone is acting on behalf of another user by a clear banner, such as "Viewing as Jane Doe," displayed at the top of the screen.

It's important to remember that Access Delegation is an explicit, opt-in process set up by the delegator or an administrator. It's not an automatic re-routing of approvals; rather, it empowers a designated person to step into the original approver's shoes.

When Your Approver is Unavailable

If your approver is on leave or otherwise unavailable and has not set up Access Delegation, you as a submitter cannot redirect the approval to another person on your own. The approval workflow will remain with the originally configured approver.

In such cases, the most effective solution is for your company's ITILITE Admin to temporarily update the approver mappings or approval rules. This allows them to assign a different approver for a specific period, ensuring your reports continue to move through the approval process without delay.

Pro-Tips & Guardrails

Verification & FAQs

You can verify your company's policy on approver unavailability and Access Delegation by checking with your ITILITE Admin or HR department. They can provide guidance on who to contact or what steps to take if your primary approver is not available.