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Step 4: Remove Delegation (Optional)

Delegations automatically end on the specified "Until date". However, if you return early or need to cancel a delegation for any reason, you can remove it manually.

Steps:

  1. Access Delegation Settings: Navigate back to your Profile (Company Menu > Profile).
  2. Select Team: Choose the relevant team from the Team settings drop-down.
  3. Expand Delegation: Click the Delegation section header to expand it.
  4. Clear Delegation: Click the Clear delegation button.
  5. Repeat for Other Teams (If Necessary): If you set up delegation for multiple teams, repeat steps 2-4 for each team.
  6. Save Changes: Click the Update button at the bottom of the profile page.

What Happens Next?

The delegation is immediately removed. Approval tasks will revert to you, and any delegated duties (if selected) will also be removed from the delegate.

End of Tutorial

You have successfully set up and managed approval delegation in Zudello!

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