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Set the out of office status for another user

SoldoPlans_Enterprise_202407_R_EN.svg

Suggested reading:

Setting out of office

How to set another user's status

If you're a Super admin or an Admin, you can set the out of office status for other users. Here's how you can do it:

1. From the left-side menu, select Users.WC_OOO_AdminSetOOO_Dashboard_202501_EN.webp

2. Click on the user whose out of office you want to set.

WC_OOO_AdminSetOOO_Users_202501_EN.webp

3. Select the Profile tab.

WC_OOO_AdminSetOOO_UserSelected_202501_EN.webp

4. Select Set out of office.

WC_OOO_AdminSetOOO_Profile_202501_EN.webp

5. Use the calendar to set the start and end dates.

WC_OOO_SetOutOfOffice_CalendarEndDate_202501_EN.webp

6. Select Set dates.

WC_OOO_SetOutOfOffice_CalendarDatesSelect_202501_EN.webp

7. Select a user from the list. This is the user who you want to delegate duties to when your selected user is out of office.

Note: The list of delegates includes users with the necessary permissions to review expenses and requests. A user that does not have the custom permissions to review expenses can’t be selected.

WC_OOO_Availability_202501_EN.webp

8. Select the tasks that you expect the delegate to perform. You can select from:

  • Expenses only
  • Requests only
  • Expenses and requests

WC_OOO_SetOutOfOffice_UserSelected_202501_EN.webp

9. Select Confirm to set the out of office status.

WC_OOO_SetTasksBoth_202501_EN.webp

SoldoPlans_Enterprise_202407_R_EN.svg

Suggested reading:

Setting out of office

How to set another user's status

If you're a Super admin or an Admin, you can set the out of office status for other users. Here's how you can do it:

1. From the left-side menu, select Users.WC_OOO_AdminSetOOO_Dashboard_202501_EN.webp

2. Click on the user whose out of office you want to set.

WC_OOO_AdminSetOOO_Users_202501_EN.webp

3. Select the Profile tab.

WC_OOO_AdminSetOOO_UserSelected_202501_EN.webp

4. Select Set out of office.

WC_OOO_AdminSetOOO_Profile_202501_EN.webp

5. Use the calendar to set the start and end dates.

WC_OOO_SetOutOfOffice_CalendarEndDate_202501_EN.webp

6. Select Set dates.

WC_OOO_SetOutOfOffice_CalendarDatesSelect_202501_EN.webp

7. Select a user from the list. This is the user who you want to delegate duties to when your selected user is out of office.

Note: The list of delegates includes users with the necessary permissions to review expenses and requests. A user that does not have the custom permissions to review expenses can’t be selected.

WC_OOO_Availability_202501_EN.webp

8. Select the tasks that you expect the delegate to perform. You can select from:

  • Expenses only
  • Requests only
  • Expenses and requests

WC_OOO_SetOutOfOffice_UserSelected_202501_EN.webp

9. Select Confirm to set the out of office status.

WC_OOO_SetTasksBoth_202501_EN.webp

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