Delegation Settings

1. Tenant-level Delegation

View Backend Management > Process Management > Delegation Settings. This allows enterprise administrators to delegate ongoing processes to other employees when the original assignee is unavailable due to leave, reassignment, or other reasons. Users with Process Management permissions automatically have access to Delegation Settings.

1.1 Delegation Settings

• Displays all delegation configurations set by users, including tenant-level and personal-level delegations

1.2 Create Delegation

• Select the delegator, delegatee, business module (Business Flow, Approval Flow, Pipeline), delegation period, and remarks
• The delegator and delegatee cannot be the same person; only a single person can be selected for each role
• You cannot create duplicate delegations for the same delegator, same business module, and overlapping time period
• The delegation automatically expires after the end time

picture coming soon:

2. Personal-level Delegation

View Personal Settings > Delegation Settings. This lets individual employees delegate their processes to other employees when they are on leave or reassigned.

2.1 Delegation Settings

• Displays the delegation configurations set by the current user

2.2 Create Delegation

• Select the delegatee, business module (Business Flow, Approval Flow, Pipeline), delegation period, and remarks
• You cannot create duplicate delegations for the same delegator, same business module, and overlapping time period
• The delegation automatically expires after the end time

picture coming soon: