Delegate approvals

Cover approval responsibilities for a defined period and remove coverage when it is no longer needed.

What to do

1. Open the right delegation page. Use Settings > My Settings > Delegations for your own coverage. Administrators can use Settings > Company > Delegations to manage coverage for company members.

2. Choose the people and dates. Select the person whose work is covered, the delegate, and the effective start and end. Use the shortest period that matches the absence or coverage need.

3. Resolve conflicts before saving. Clerked prevents circular and invalid coverage. Review overlaps so it remains clear who can act during the period.

4. Verify an approval task. Delegation changes who is eligible to act; it does not rewrite the approval policy or transfer ownership of past decisions. Open a current approval task and confirm the expected person can complete it.

5. End coverage when plans change. Adjust future dates or revoke the delegation, then confirm new tasks no longer include the delegate.