Conga Product Documentation

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Reassigning a Request

You can reassign an approval step assigned to you to another user, queue (user group), or user role. This can be done from the My Approvals dashboard. The object awaiting approval must be in a pending-approval status, and the selected approval step should be in the assigned or reassigned state.
Note: For non-admin users, reassignment to a role works only if it is mapped to the AdminPermissions named "User". For more details about role management, see Creating Roles.

To reassign an approval request

  1. Access the My Approvals dashboard.
  2. Select the approval request you will reassign.
  3. Click the Reassign hyperlink above the Approval Notes table.
  4. Enter the approver type, approver name, and any additional comments concerning the reassignment you want to make.


  5. Click Save.

The reassigned approver is notified and can approve, reject, or reassign a request from the integrated Conga product or the email notification.