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How to set up Delegation

Who this guide is for: System administrators – Requires 'System Admin' role


Overview:
This guide explains how to enable and assign authorisation delegation, allowing an authoriser to nominate another authoriser to act on their behalf during periods of absence.


How Authorisation Delegation Works:
When enabled, delegation allows authorisers to temporarily pass approval responsibilities to another authoriser. This ensures continuity of absence, overtime, and other request approvals when the original approver is unavailable. Delegation must first be enabled globally, then applied per user.


How to Set Up Authorisation Delegation:


Step 1: Enable Delegation Globally

  1. Go to Admin tools > Admin panel > System > Authorisation Templates.
  2. Scroll to the Authorisation Settings section.
  3. Tick the checkbox for Enable Delegation.
  4. Click Save at the top of the page.


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Step 2: Assign Delegation to a User

  1. Go to Admin tools > Admin panel > Users > Users.
  2. Search for the user who needs to delegate their authorisation and click Edit.
  3. Scroll to the Delegation section.
  4. Click Add Authorisation Delegation.
  5. Enter the details:
    • Select the delegated authoriser (must already have the authoriser role).
    • Define the start and end dates for the delegation period.
  6. Click Save User.


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Additional Information:

  • Authorisation Delegation: A temporary reassignment of approval responsibilities to another authorised user.
  • The delegated person must have the Authoriser role.
  • Requires 'System Admin' role to enable and assign delegation.
  • Tip: Set an end date to ensure automatic reversion to the original authoriser.

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