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Approvals for Advantage Platform

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Adobe Sign ServicesAgreementsAiMeAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)ContractsContracts for SalesforceContribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest AuthorTransportation and LogisticsTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Approvals for Advantage Platform

My Approvals

Reassigning an Approval Request

You can reassign an approval step assigned to you to another user, queue (user group), or user role. You can reassign a request from the My Approvals page, Slack, or Microsoft Teams. The object awaiting approval must be in a pending-approval status, and the selected approval step should be in the assigned or reassigned state.
Note:
  • For non-admin users, reassignment to a role works only if it is mapped to the Admin Permissions named "User". For more details about role management, see Creating Roles.
  • The organization can request a configuration to hide the Reassign button from non-admin users on the My Approvals page. When enabled, only the Administrator can view and use the Reassign option. Contact your Conga Support representative to enable this configuration.
  1. Do one of the following:
    • In My Approvals, access the My Approvals dashboard, and select the approval request you want to reassign.

    • In Slack or Microsoft Teams, locate the approval card.

  2. Click Reassign.
    • In My Approvals, click the Reassign hyperlink above the Approval Notes table.
    • In Slack or Microsoft Teams, click the Reassign button on the approval card.

    The Reassign Request dialog opens.

  3. In Assign to, select User, Role, or Queue.
  4. In Reassign to, search for and select the user, role, or queue. The selection must match the type in Assign to.
  5. (Optional) In Comments, enter a comment about the reassignment.
  6. Click Save in My Approvals, or click Reassign in Slack or Microsoft Teams.

The reassigned approver is notified and can approve, reject, or reassign the request from the integrated Conga product, the email notification, Slack, or Microsoft Teams.

User Guide
Approvals

November 3, 2026