Notifications and delegations

Both are tabs in Settings (under Manage in the sidebar). Notifications is for everyone. Delegations appears only if your role lets you delegate approvals.

Notifications

The Notifications tab

What to notify me about

A table of events, each with a Bell column (the notifications inside the app) and, where your organization uses Telegram, a Telegram column:

Something waits for my action
My request was approved
My request was paid
My request was rejected
My request was returned to me
A comment was added

Tick or untick a box; it saves straight away. A box with a lock “cannot be turned off, so you never miss something that needs you.”

The Telegram card, the Telegram column and Telegram language appear only when Telegram is set up on your server.

Select Connect Telegram. Telegram opens in a new tab; follow it to start the bot.
Back in Settings, the card says Connected (or “Connected as @” your username).
Select Send test message to check it works.

Select Disconnect to stop. If the card says Telegram “stopped working (the bot was blocked)”, select Reconnect.

Quiet hours (always shown): tick Hold Telegram messages during quiet hours, set From, To and Time zone, and select Save. “Telegram messages in this window are held and sent together afterwards. The bell is not affected.”
Telegram language: the language the bot speaks to you.

If the Telegram column is greyed out, either you have not connected Telegram yet, or “Your organisation has turned Telegram off.”

For administrators

Administrators also see the organization’s Telegram settings on this tab: Allow Telegram notifications, Show amounts in Telegram messages, and Telegram chats, where “A department can share one group chat for approvals that wait on its people, instead of messaging each approver.” If it says “Telegram is not set up on this server, so these switches have no effect yet”, ask your service provider.

Delegations

The Delegations tab

A delegation lets someone “approve on your behalf while you are away”. “The delegate approves with your limits. Every decision names you both.”

Create a delegation

Select New delegation.

Fill in:

Field	What to enter
Delegate	Who approves for you (search by name)
Workflow	One kind of request, such as Expense claims or Petty cash spends, or All workflows. Optional.
From	The first day it applies, normally today
Until	“The first day it no longer applies. Leave empty for no end.”
Reason	Why, for example “Annual leave”, in English or Malay

Select Create delegation. You see “Delegation created”.

The New delegation form

The list

The list shows delegations you have Given and those you have Received, with the Person, Workflow, Period, Reason and Status:

Status	Meaning
Scheduled	Starts on a later date
Active	In effect now
Ended	Its period is over
Revoked	Cancelled before it ended

To cancel one you gave, select Revoke; there is no confirmation step. You cannot revoke a delegation you received; ask the person who gave it.