Quick Start: Setting Up a Simple Approval Delegation

Going on leave? Temporarily delegate your approval tasks to a colleague.

Steps:

1. Access Delegation Settings: Click the Company Menu (your name/logo, top right) > Profile.
2. Select Team: Under Team settings, select the team you want to set delegation for from the drop-down.
3. Expand Delegation: Click the Delegation section header.
4. Choose Delegate: Select the user you want to delegate to from the Delegate approvals to drop-down.
5. Set Dates:
   • Click the calendar under From date and select the start date.
   • Click the calendar under Until date and select the end date.
6. Save: Click Update at the bottom of the profile page.

Important Notes:

• Delegation is per team; repeat for other teams if needed.
• By default, only new approvals arriving during the delegation period are sent to the delegate. Use the "Delegate existing..." toggle for pending items.
• By default, the delegate uses their own permissions. Use the "Delegate duties" toggle cautiously if they need your access level.

What Happens Next?

Your approvals for the selected team will automatically route to the delegate during the specified dates.

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Related How-To Guides:

• Setting Up Approval Delegation