Name a delegate
Have someone approve and act for you while you are away, with their own name on what they do.
- Open Settings, Approvals and find Delegates, then choose Add delegate.
- Choose who is being covered and the delegate. Someone not here yet gets an invitation, and the delegation starts when they accept it.
- Choose Full access or Limited access. Limited access cannot make a decision about money, such as approving, rejecting, holding or paying.
- 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.
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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.