How to add ad hoc approvers
Depending on your user permissions you may be able to add users to approval levels on an ad hoc basis when preparing an approval and for in-flight approvals.
Users will need the Add Approvers to Approval Instances permission to perform the following actions.
Adding ad hoc approvers
To add ad hoc approvers:
- Navigate to the approval instance
- Click Edit Approvers
- Select a User, Title, and Level for the new approver
- Click Add Staff
- Click Save
Ad hoc approvers added when preparing an approval will not be captured when saving the pending approval. Make sure to add these approvers right before sending the approval.