You can change, add or delete the people on your approval route. This can be done on the Approver/CC page.

Note: A user may only access this feature for forms where they are a Form Manager or Owner. Read here to learn more about staff permissions. 

Note: You can link a Centralized Approver List on a step, to do this, you can follow instructions found here.

In this article:

How to update people in approval route

How to change an approver's name and email

How to add an additional approver

How to update people in approval route 

1. Log in to your account
2. On the Manage Forms page, click on a form to go to the responses page. 
3. Click on the Approvers/CC button on the top navigation bar. 
4. You can see a list of approvers for each step. Click on an approver to make edits.
   
5. You can also search for an approver by entering the title or email in the search bar.
   
   

How to change an approver's name and email

1. Click on the pencil icon next to the approver’s information email in the route editor (see above). A box will appear:
   
2. Change the approver's name and/or email address in the box.
3. Click the Save button.

Any pending forms for the original approver will be sent automatically to the new approver. If the new approver did not receive the form, you can send reminder to resend these to the updated approver. If the updated approver has an account and their approver email notifications are enabled, they will receive email(s) notifying them that they need to approve each of the form(s) now waiting on them. Approvers with accounts can always log in and approve forms waiting on them from their account inbox.

How to add an additional approver

1. Click the Add Approver button to add an additional approver on that step.
   Note: to replace an old approver with a new approver, please use the instructions in the section above.
   
2. Type in the additional approver's name, title or site/department and their email.
3. Click the Save button.