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Delegation - How an Admin can set it up on behalf of other Users?
Delegation - How an Admin can set it up on behalf of other Users?
Updated over a month ago

If you have admin access you can set up a delegation on behalf of a user who is out on vacation or not available to approve documents for a while. Please follow the steps below:

  • Go to Admin.

  • Click on Users on the left Menu.

  • Click on the Delegation tab.

  • Click on the New Delegation button.

  • Add the details in the delegation form.

  • If you'd like to also assign Pending Approval requests to the delegated user, please mark the "Assign Pending Approval requests" checkbox.

  • Click on Save.

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