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User delegation and defaults

While users can manage their own settings, we know that organisation administrators may need to control these settings for their team members from time to time. This guide explains how organisation administrators can manage delegation, default coding, and default team settings for other users.

Best practices​

  • Review user settings regularly to ensure they align with organisational requirements
  • Double-check delegation settings before making changes
  • Consider the impact of changes on team workflows
  • Document any significant changes made to user settings
  • Communicate changes to affected users

Accessing user settings​

  1. Click the company menu at the top right of your screen.
  2. Click your organisation name.
  3. Click Users.
  4. Find the user whose settings you want to edit.
  5. Click the edit icon next to the user.

Managing delegation settings​

To add or edit delegation settings:

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

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

  1. Click the Team settings drop-down and select the team you want to remove delegation for.
  2. Under the delegation section, click Clear delegation.
  3. Repeat steps 1 and 2 for all teams you want to remove delegation for.
  4. Click Update to save your changes.

Managing default coding settings​

To add or edit default coding settings:

  1. Click the Team settings drop-down and select the team you want to configure default coding for.
  2. Click Default Settings to expand the menu.
  3. From the Subsidiary and Location drop-down menus, select the subsidiary and location to apply to uploaded documents.
  4. Repeat steps 1-3 for all teams the user belongs to.
  5. Click Update to save your changes.

To remove default coding:

  1. Click the Team settings drop-down and select the team you want to remove default coding for.
  2. Click Default Settings to expand the menu.
  3. From the Subsidiary and Location drop-down menus, select the subsidiary and location that are already selected.
  4. Repeat steps 1-3 for all teams you want to remove coding for.
  5. Click Update to save your changes.

Managing a user's default team​

To set a user's default team:

  1. Click the Team settings drop-down and select the team you want to set as the default.
  2. Click Default Settings to expand the menu.
  3. Turn on the Is default team for user toggle.
  4. Click Update.

To remove a user's default team:

  1. Click the Team settings drop-down and select the team you want to remove as the default.
  2. Click Default Settings to expand the menu.
  3. Turn off the Is default team for user toggle.
  4. Click Update.

To change a user's default team:

  1. Follow the steps above to remove the user's current default team.
  2. Follow the steps above to set the new default team.

Need help?​

Contact Zudello support for assistance with managing user settings.