Choose approvers and managers

Each person has their own list of approvers (who review and approve their sheets) and managers. These lists are set on the person’s Approvers tab. A sheet uses the list as it stands on the day it is submitted.

Before you begin

You hold the Administrator role.
The person you want to add already holds the Approver (or Manager) role. See Change roles. Only people who can still sign in are offered.

Add an approver

Open People, choose Open on the person, and select the Approvers tab.
Under Approvers, choose Add approver.
In the box, choose the Approver from “Choose a person” and choose Add approver.

The message “Approver added.” appears and they are listed.

Adding a manager works the same way, under Managers, with Add manager.

Remove an approver

On the same tab, choose Remove next to the person.
Read the box: “Remove [name]? The next submission uses the list saved here. A sheet already submitted keeps its reviewers.” Choose Remove.

The message “[name] was removed from approvers.” appears.

What happens next

A change does not affect a sheet that is already submitted. It keeps the approvers it was submitted with, so a sheet cannot be silently reassigned.
Only one assigned approver needs to approve.
Your company’s default approver and manager are copied onto each new person. Changing the company default later does not change people who were already added. See Company settings.
An employee can also add an extra approver when they submit. See Submit a sheet.

Common issues

“That approver is already listed.”

The person is already on the list. Nothing changed.

“Choose a substitute approver for submitted sheets: October 2026.”

You are removing the Approver role from someone who is the only reviewer of a sheet that is waiting. Choose a Substitute approver so the sheet still has a reviewer. See Change roles.