Skip to main content

How to override and reassign approvals (Beta)

  • Updated

Use Manage approval to redirect, approve, decline, or request changes on an approval that's stuck because the approver is unavailable or wasn't the right person; see What are Approvals? for the basics.

Before you start

  • Manage approval is a beta feature, available only on Weel plans that include it. If you don't see this option, it may not be enabled for your account yet.
  • Only the Owner and Admin role types have this permission by default; see below to grant it to others.

Granting access (Owner/Admin only)

To give other team members access, create or update a role with permission to view, redirect, and override approvals.

  1. Sign in to Weel as an Owner or Admin.
  2. Go to User management and open the Roles tab.
  3. In the Approvals section, tick View all approvals, then Override and redirect all approvals (this second option only appears once the first is ticked).

  1. Give the role a name and configure any other permissions it needs.
  2. Click Save.
  3. Open the People tab and assign the role to the relevant team members.

Because this permission lets someone override or redirect other people's approval decisions, assign it thoughtfully.

Managing a pending approval

  1. Go to the Approvals page.
  2. Find the item you want to manage, then click the ••• menu at the end of its row (or click the Manage approval icon from the item's details page).
  1. Select Manage approval.
  2. Choose an action:
    • Redirect: Assigns the approval to another active, eligible person. They don't need to hold an approver role or regularly approve items. The item remains pending and the remaining approval steps are unchanged. You can't redirect to yourself, the person who submitted the item, someone out of office, or someone already assigned to approve it.
    • Request changes: Returns the approval item to the requester for resubmission. Available for invoices, reimbursements, and card transactions. Not available for purchase orders, budget top-up requests, batch payments, or credit notes; those support Redirect, Force approve, or Force decline only.
    • Force approve: Approves the item immediately and skips all remaining approval steps.
    • Force decline: Declines and archives the item immediately and skips all remaining approval steps.
  3. Optionally add a comment, then send the action.
    • Unlike a regular approval decision, a comment here is optional. Every action is recorded in the item's History tab.

Related Articles