Setting up approval delegation

Approval delegation lets you temporarily assign your approval responsibilities to another user when you're unavailable. This guide explains how to set up and manage delegations effectively.

Best practices

• Review delegation settings regularly to ensure they are correct
• Only delegate to users with appropriate authority levels
• Set clear start (from) and end (until) dates for your delegation period
• Remove any delegation as soon as it is no longer needed, even if you have an end date set
• Consider whether to include existing approval requests in your delegation
• Consider whether it is necessary to delegate your duties as well as your approvals

Before you begin

Before setting up a delegation:

• Confirm the user you plan to delegate to has sufficient authority within your organisation to action your approvals
• Remember that delegation is configured per team, so you can set different delegates for different teams
• Remember that organisation administrators can view and edit delegation settings for all users

Setting up delegation

To set up approval delegation:

1. Click the company menu at the top right of your screen.
2. Click Profile.
3. Click the Team settings drop-down and select the team you want to configure delegation for.
4. Click Delegation to expand the delegation menu.
5. Choose your delegate from the user list.
6. Set your delegation period:
   • Select a From date.
   • Select an Until date.
7. Configure additional options if needed:
   • Turn on the Delegate existing approval requests toggle to include all of your outstanding approval requests.
   • Turn on the Delegate Duties toggle to delegate all permissions and document visibility.
8. Repeat steps 3-7 for all teams you want to set up delegation for.
9. Click Update to save your settings.

Removing delegations

Delegations automatically expire at the end of the day on the specified Until date. To remove delegations earlier:

1. Click the company menu at the top right of your screen.
2. Click Profile.
3. Click the Team settings drop-down and select the team you want to remove delegation for.
4. Under the delegation section, click Clear delegation.
5. Repeat steps 3 and 4 for all teams you want to remove delegation for.
6. Click Update to save your changes.

Need help?

Contact your organisation administrator or Zudello support for assistance with delegation settings.