Set up a delegation
Use the Delegation Manager to temporarily assign a user’s outstanding work in a workspace to another user. This helps keep work moving when a user is unavailable. You can access the Delegation Manager from Administration > System Configuration.
Create a delegation
Open the Delegation Manager.
Click Create delegation.
A new row appears at the top of the delegations table.
In the Name column, click the
icon and enter a name for the delegation.(Optional) In the Delegated By column, click the
icon and select the user whose work you want to delegate.Note: Your name is selected by default.In the Workspace column, click the
icon and select the workspace for which you want to delegate work.Note: Available workspaces depend on the permissions of the selected Delegated By user.Use the calendar controls to select the Start Date and End Date for the delegation period.
In the Delegated To column, click the
icon and select the user who will receive the delegated work.Note: Only eligible users are available for selection. If no eligible users are available, the list is empty.Click Save.
The delegation is created, and the selected Delegated To user receives an email notification.
Enable or disable a delegation
New delegations are enabled by default. Enabled delegations display a blue toggle. If you want to keep a delegation for future use without deleting it, you can disable it.
To disable a delegation, click its toggle. The toggle turns gray to indicate the delegation is disabled.
Tips
- If the Save button is grayed out, one or more delegations are incomplete or conflict with existing delegations.
- Fields causing conflicts are highlighted red. Hover over the highlighted field to see more information about the conflict.
- A user's outstanding work for a workspace can only be delegated to one user at a time.
- After you create, edit, clone, enable, disable, or delete a delegation, you must click Save to apply your changes. If you close the Delegation Manager without saving, all unsaved changes are lost.