Set delegation

When you’re going to be unavailable for a set amount of time, set a delegate to perform tasks on your behalf. The named delegate temporarily inherits the permissions of the delegator during the delegation period without needing to have any security permissions changed ahead of time. 

• Set your delegate
• End your delegation
• Extend your delegation
• Video: See delegation in action

Set your delegate

1. Open your user profile.
2. Select the "Delegation" tab.
3. Click "New delegation period".
4. In the dialog box, select a date range for the delegation and the user you’d like to delegate your tasks to.
5. Click "Save changes".

Your delegate will receive an email notification about the upcoming delegation and an email on the day the delegation begins.

Note: You can set multiple delegation periods and assign them to different users, but the set dates cannot overlap.

End your delegation

Your delegation will automatically end on your selected end date. At that point, your delegate will no longer be able to perform tasks on your behalf.

You can end your delegation early by doing one of the following:

1. Click End delegation period in the blue bar at the top of your screen.

OR

1. Open your user profile.
2. Select the "Delegation" tab.
3. Click "Cancel delegation".

Extend your delegation

If you need to extend the date range for an active or upcoming delegation, do the following:

1. Opening your user profile.
2. Select the "Delegation" tab.
3. Click "Change end date" on the delegation you’d like to extend.
4. Select a new date and click "Save changes".

Video: See delegation in action

Related help topics

• User profile
• Perform tasks as a delegate