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Sign off on behalf of

This feature will allow you to sign off trading programs on behalf of another user that the workflow is currently ‘waiting on’. This feature can be made available to you if you use automatic approval workflow.

To sign off on behalf of someone you’ll need to provide a reason and upload a document to support the sign off, as well as choosing whether you would like your own signatory recorded, or the user’s signatory that you are signing off on behalf of recorded.

The only users that will have the permission to sign off on behalf of another user will be:

  • Any user in the approval hierarchy for the scheme who can start workflow
  • The trading program lead for the trading program
  • Client administrators

This functionality must be configured by Enable Administrators. To find out more information about this, or ask any queries you might have, please book an appointment with a member of our Customer Success team.

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