Reassigning team approvals

When your team is assigned as an approver, you can accept the approval or reassign it to someone else on your team. Reassignment options depend on how your team is configured.

About this task

A team can be assigned as an approver. The routing options for the team determine whether team members can respond to such an approval, or whether the team manager must assign it.

  • If the team has Managers can route approvals to members enabled, the manager can assign approvals to members.
  • If the team has Members can accept team-assigned approvals enabled, team members can assign themselves approvals, without manager input.
  • If the team has Members can return team-assigned approvals back to the team enabled, team members can return approvals back to the queue for the team.

Procedure

  1. Select Marketing Operations > Operations > Approvals.
  2. Click the Actions icon (Folder) and select one of the following searches.
    • All My Team Approvals
    • All My Team Unassigned Approvals
  3. Select the approval or approvals to assign.
  4. Click the Reassign Selected icon (Arrow pointing to user image).
  5. For each selected task, select a team member for the assignment in the Assign To field.
    Note: Team members can assign tasks to themselves or back to the team.
  6. After you make all the assignments, click Save Assignments to save your changes and return to the Approvals list window.