The on behalf of options are in the Settings area and require administrator access.

Click Settings, then click Users.

Find the user using the Search box in the top right-hand corner.

Click Actions, then click Edit.

Select individual users to enter or approve on behalf of using the lookup boxes, or select the Enter or Approve on behalf of all checkboxes.

Click Save to confirm the changes and close the user record.

The On Behalf Of fields are now available in the Approval and Approval History screens, where you can select the users configured in step 4.

1. Click Settings, then click Users.
2. Find the user using the Search box in the top right-hand corner.
3. Click Actions, then click Edit.
4. Select individual users to enter or approve on behalf of using the lookup boxes, or select the Enter or Approve on behalf of all checkboxes.
5. Click Save to confirm the changes and close the user record.
6. The On Behalf Of fields are now available in the Approval and Approval History screens, where you can select the users configured in step 4.

Set a user to Enter or Approve on behalf of another

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Create your workspace and invite the people you work with.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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