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Only a 'Super User' may add an 'Approver' or change a staff members 'User Type' on the WhosOff system.

In order to change a user's 'user type' to Approver you can follow these steps:

  • Login to your WhosOff account.
  • Click on the Administration tab.
  • Either find the suser located in the Quick Staff Edit drop down list, 
  •      or click on Manage Staff Members and locate the user in the resulting screen (you can use the Department dropdown at the top of the screen).
  • Once you have located the member of staff click on the Edit link next to their record.
  • On the left go to Staff profile
  • Under User permissions, change the User type dropdown to Approver
  • Click Save Account Details.

Or if you need to change the designated Approver for an employee;
 
  • Login to your WhosOff account.
  • Click on the Administration tab.
  • Either find the staff member located in the Quick Staff Edit drop down list, 
  •      or click on Manage Staff Members and locate the Staff member in the resulting screen (you can use the Department dropdown at the top of the screen).
  • Once you have located the member of staff click on the Edit link next to their record.
  • On the left go to Staff profile
  • Under Department / Approvers / Notifiers on the right hand side, use the Approver dropdown to select this staff member's new approver
  • Click Save Account Details.

PLATFORMS

Web / Online

CATEGORIES

Administration
Getting Started

PHRASES

approver, add new approver, change approver, line manager, approval, user type, permissions

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