How to: Set up substitutions

Your user is not in the office but has to approve invoices on a regular basis? No problem, you can set a substitution for this user. A substitution can be made by one or more users. Now nothing is left undone.

Note: Please note that the substituting users need the necessary view permission to be able to perform the tasks of another user.

Set up substitution

1. Open the company settings (main menu/client).
2. Click Alias
3. Select the user who is not in the office at USER
4. Select at least one user at SUBSTITUTES, which represents the user
5. Click Save

Please check if the user has view permission for the workflow,for which the user to be represented is responsible

1. Open the company settings (main menu/client).
2. Select Document access
3. Check if the user has view permission for the workflow.

Note: If you are not sure for which workflow the substitute user is responsible, change to the overview Approval processes, all workflows in which the user is named are the workflows for which the substitute must also have view permission to perform the tasks.

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