Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Reassigning an Approval Request

You can reassign an approval step assigned to you to another user, queue (user group), or user role. This can be done from the My Approvals dashboard. 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. Access the My Approvals dashboard.
  2. Select the approval request you will reassign.
  3. Click the Reassign hyperlink above the Approval Notes table.
  4. Enter the approver type, approver name, and any additional comments concerning the reassignment you want to make.
  5. Click Save.

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