Delegations

A delegation hands your approval rights to another team member for a set period, for example while you are on holiday. While it is active, your stand-in can also decide on the requests you would be able to approve.

Manage delegations under Settings → Delegations.

1. Click New delegation.
2. In Delegate to, pick your stand-in.
3. Choose the Scope: All approvals, Purchase orders or Holiday requests.
4. Set the From and Until dates and, if you like, a Reason.

Good to know

• The start date can be today or later; the end date must be after the start.
• You can have only one delegation per scope for any given period.
• Bill and transfer approvals are covered only by an All approvals delegation.
• You can still decide yourself during the delegation – your stand-in gets the right alongside you, not instead of you.
• Delegations also apply through responsibility roles: if you are a member of a role, your stand-in can decide on that role's steps too.
• While your delegation is active, a bar at the top of the screen shows who you delegated to and until when.
• An admin can create a delegation on behalf of another team member with the Delegate from field.
• Delegations are listed as Active, Upcoming and Expired. You can delete your own; an admin can delete any.