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Delegations

Delegations let an approver temporarily hand their approval responsibilities to another user for a fixed date range. Useful for annual leave, travel, or medical absence.

Delegation create form

Create a delegation​

Click + New delegation to open the form.

FieldRequiredNotes
Delegate toYesThe user who will receive your approvals. Must be an Approver, Admin, or Owner.
Starts atYesDate the delegation becomes active (inclusive)
Ends atYesDate the delegation expires — maximum 90 days from start
ReasonNoOptional note (e.g. "Annual leave", "Conference travel")

Click Create. The delegation is active from midnight on the start date.

What happens during a delegation​

  • All approval requests that would normally go to you are automatically routed to the delegate instead
  • The delegate receives email notifications exactly as you would
  • The original approver can still act on any expense during the delegation period
  • The delegation appears in the list with its active date range and status

Edit or cancel a delegation​

Find the delegation row and click the edit icon to adjust the end date. To cancel immediately, click the delete icon — this re-routes all pending approvals back to the original approver instantly.

caution

Cancelling a mid-period delegation re-routes pending approvals immediately. Make sure your delegate is aware before cancelling.

Rules and limits​

  • Only one active delegation per approver at a time
  • Cannot delegate to yourself
  • Maximum duration is 90 days
  • The delegate must have a role of Approver, Admin, or Owner

Who can create delegations​

Any user with the Approver, Admin, or Owner role can create a delegation for themselves. Admins and Owners can also create delegations on behalf of other approvers from this page.