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How to Add or Remove Approvers from an Existing Approval Request

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Use the Approvals tab in a ticket to add approvers to an existing approval request or remove approvers from an approval request. The steps described in this guide apply only to tickets that already contain an approval request.

How to add an approver to an approval request

To add approvers in a ticket approval request, do the following:

  1. Open a ticket that has an approval request.

  2. Select the Approvals tab.

    The_Approvals_Tab_on_a_Ticket.png

  3. Click Add Approver.

    Option_to_Add_an_Approver_to_an_Approval_Request.png

  4. In the approver selection dialog, search for and select one or more approvers.

  5. Click Add to add the selected approvers to the approval request.

    Dialog_for_Adding_Approvers_to_an_Approval_Request.png

Up to 25 approvers can be added to a single approval request.

How to remove (cancel) an approver from an approval request

To remove approvers in a ticket approval request, do the following:

  1. Open the ticket and select the Approvals tab.

    The_Approvals_Tab_on_a_Ticket.png

  2. Locate the approver to remove.

  3. Click the remove icon to open the Remove approver dialog.

    Option_to_Remove_an_Approver_from_an_Approval_Request.png

  4. Enter a comment (optional).

  5. Confirm the removal to remove the approver from the approval request.

    Dialog_for_Canceling_an_Approver_request.png

The Remove approver (×) option appears only when an approval request contains two or more approvers. When you hover over an individual approver row, BoldDesk shows the Remove approver (×) icon so you can remove that specific approver. If the approval request has only one approver, BoldDesk does not show the Remove approver (×).

Frequently Asked Questions

  1. Can I add or remove approvers only after an approval request already exists on the ticket?
    Yes. You can add or remove approvers only from tickets that already contain an approval request, using the ticket’s Approvals tab.

  2. Where do I add an approver in a ticket approval request?
    Open the ticket, go to the Approvals tab, and select Add Approver to choose and add approvers to the existing approval request.

  3. Can I add more than one approver at a time in a ticket?
    Yes. The Add Approver dialog allows you to search and select one or more approvers, then add them together to the approval request.

  4. What is the maximum number of approvers allowed in a single approval request?
    A single approval request can contain up to 25 approvers.

  5. How do I remove (cancel) an approver from an approval request?
    Open the ticket → go to Approvals → locate the approver → select the remove icon → (optionally) enter a comment if prompted → confirm the removal.

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