Backup Approver

A backup approver performs approval actions during the absence of an approver. ServiceDesk Plus enables users to self-configure backup approvers, ensuring uninterrupted service delivery.

An approver can select a backup approver only from their department.

A backup approver configured in one instance is applied globally to all instances.

Role Required:

By default, SDAdmin, SiteAdmin, and SDCoordinator can configure a backup approver for themselves and for other users.
Users can self-configure backup approvers if SDAdmin enables Allow users to configure their backup-approver under Admin > Advanced Portal Settings > Approval. However, they cannot configure backup approvers for other users.

Configure Backup Approvers

Go to Home > Backup Approver and click New. Fill out the form as directed.

Fields	Explanation
Approver*	Select an approver for whom you want to assign a backup approver. Users with approver permission will be listed.
Backup Approver*	Select a user. For technicians, users are listed based on the site.
From* and To*	Choose the period for which the user needs to act as a backup approver.
Move pending approvals	Select this option to move all the pending approvals from actual approver to the backup approver.
Comments	Add comments if any.

*Mandatory fields

Click Save.

List View Operations

Use the Hamburger icon beside the approver to Edit/Delete/Cancel the backup approver configuration.

Edit - Edit only active configurations. Only the To field can be edited.

Delete - Delete only future-dated configurations.

Cancel - Cancel only active configurations. On canceling a configuration, all pending approvals of the backup approver will be reverted to the primary approver, and the backup approver will be notified via email.

Filter Backup Approvers - By default, Active Backup Approvers will be displayed. Click the filter drop-down on top-left to select the required filter. Available options are: Active Backup Approvers, Former Backup Approvers, and Canceled Approvers.