Perform tasks as a delegate

When a user sets you as their delegate, you can access their account to perform actions on their behalf. When accessing their account, any actions you perform (voting, starting a job, commenting) will be audited as an action you took on their behalf. Multiple users can set you as their delegate over the same time period.

Please note that the elapsed time for assigned tasks will continue to be attributed to the delegator. As a result, your reports will reflect review time for users including the time spent on tasks they delegated to others.

Access your delegator’s account 

When you have an active delegation period, the navigation displays multiple avatars in the top right.

1. Click on your user avatar to open your account menu.
2. Click the delegator’s name under 'Other personas' or 'Work on Behalf of'
   
   Current Experience (R28+) UI:                                  Legacy Experience (R27) UI:
              
   
3. From there, you can navigate the system as that user.
4. When you are working on behalf of another user, a blue banner will appear at the top of the screen

Perform tasks as a delegate

As a delegate, you can perform any actions your delegator has permissions to do. Your name and your delegator's name will be attached to the actions you perform for auditing purposes. That includes any comments you add, jobs you start, or votes you make.

Notifications received as delegate

Once the delegation period begins, you will be receiving notifications for your delegator’s tasks, according to their notifications preferences. These will be addressed to the delegator’s name, so as to not be confused with your task notifications. Please note, only the delegator can update their own notification preferences.

Return to your account 

While working on behalf of a delegator, you will see a blue bar at the top of the screen as a reminder that you are completing working as someone else. 

Return to your account by navigating to your desired persona:

1. Click your avatar in the top right corner.
2. Click "Back to your account."
   • Note: Clicking this button routes the user to the first Core Platform persona found for the user within the same tenant. 

Video: See delegation in action

Share a link to a specific section above

• Access your delegator's account
• Perform tasks as a delegate
• Return to your account
• Video: See delegation in action

Related help topics

• Set a delegate to perform tasks on your behalf
• Manage user profile and account settings