Manage other user's delegations (Current Experience)

Note: This article covers managing other user's delegations in our most recent update (R28+). If you are looking for information about delegation in our legacy experience (R27), please refer to this article.

Vodori uses delegation periods to forward work from one team member to another while the original assignee is out of office. Assigned delegates have the ability to complete tasks on a team member's behalf during the specified date range. A user with the appropriate permissions can create and manage delegation periods on behalf of its users in the event of an unexpected outage or forgotten delegation.

Create a delegation

1. Click your avatar and select “Manage delegations” from the Account Menu 

   

2. Click the Manage All Delegations tab and click Create delegation period.
   
3. Select users and the delegation period date range

4. Click “Save changes”

    

Change the end date of a delegation

1. Click your avatar and select “Manage delegations” from the Account Menu
2. Click the Manage All Delegations tab
3. Select the three dots menu to the right of the delegation you’d like to modify and select “Change end date”
4. Indicate a new date (this cannot be in the past)
5. Click “Save changes”

Cancel a delegation

1. Click your avatar and select “Manage delegations” from the Account Menu
2. Click the Manage All Delegations tab
3. Select the three dots icon to the right of the delegation you’d like to cancel and select “Cancel delegation”
4. Click “Cancel delegation”

Inform users that a delegation was created on their behalf

When a delegation period is created or modified on behalf of another user, the new delegation period will appear in the “Your delegation periods” section of the selected delegator’s profile. It will indicate who has created or modified the delegation period.