Name a delegate

Have someone approve and act for you while you are away, with their own name on what they do.

  1. Open Settings, Approvals and find Delegates, then choose Add delegate.
  2. Choose who is being covered and the delegate. Someone not here yet gets an invitation, and the delegation starts when they accept it.
  3. Choose Full access or Limited access. Limited access cannot make a decision about money, such as approving, rejecting, holding or paying.
  4. Set a date under Until, or leave it empty to keep it until someone removes it.

Whatever a delegate does carries their own name, and a change of access applies from their next click.

Open approvals settings

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Still stuck?

Write to support@papertotal.com and a person answers by email. Say what you were trying to do and what you saw, and we can start from there.