Updating Approvers for Manager Based Approvals

As an Administrator, you will be responsible for maintaining user profiles in Nexonia. For organizations using manager based approval processes, administrators will need to keep the Manager field for their users up to date in order to properly direct submitted items into the approval process.

The instructions below will take you through updating the manager value for a user.

 Note: If your Nexonia account is integrating your users from Employee records from Intacct or NetSuite, you will have to update the Supervisor/Manager value in your ERP and then sync it to Nexonia in order to update the Manager field.

Updating a Manager in Nexonia

To update the manager for a user profile in Nexonia, please follow these instructions:

• Navigate to Settings > Users > Users.
• Scroll to the user you need to update.
• Click the Edit icon (pencil symbol) button to the left of the user profile you want to edit.

You should be seeing the detailed user profile and be able to edit the profile fields.

Scroll down to Manager field, and select from the dropdown menu who the manager should be for this user.

Scroll to the bottom and click the Apply button when done.

You also may be interested in the following article:

• Reassigning Expense Approvals