transaction-approval

What happens to the approval process if an approver is inactive or gets deleted from the organization?

If you have set up an approval process where all approvers can approve, you can delete or mark an approver as inactive. This will not affect the approval process as other approvers can take care of the approval requests.

But if an approver is involved in a multi-level approval process, you cannot delete or mark them as inactive. To delete or mark them as inactive, you must first remove them from the approval hierarchy. Here’s how:

  • Go to Settings in the top right corner of the page.
  • Select Approvals under Organization.
  • Click the Remove Approver icon next to the approver you want to remove.
  • Click Save.

Once removed, you can delete the approver or mark them as inactive.

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