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Delegate permissions

Navigate: Menu > My Organization > Delegate permissions

Delegation gives another person access to the same selected manager-view features as the delegating manager. Delegated permissions cannot be delegated again.

tip

Create a delegation before a planned absence when someone else needs to handle organization reports or direct-report approvals.

In this section

  • Delegations – review and remove existing delegations.
  • Delegate – create a new delegation.

Delegations

The Delegations table lists existing delegations created by the manager.

The table includes:

  • Name – the person receiving delegated access.
  • Employee ID – the receiver's employee ID.
  • Scope – which manager-view permissions were delegated.
  • Created – when the delegation was created.
  • Valid until – when the delegation expires, if an end date was set.

Existing delegations can be deleted from the table.

Delegate

The Delegate form creates a new delegation.

Fields include:

  • Name, email, or employee ID – the person receiving delegated access.
  • Delegation scope – the manager-view area being delegated.
  • My Direct Reports and My Organization – delegate both direct-report and organization-report access.
  • My Organization only – delegate organization-report access only.
  • My Direct Reports only – delegate direct-report access only.
  • Valid until (optional; valid indefinitely when empty) – the end date for the delegation.