Delegation

Going on PTO? Set a delegate so deals don’t stall waiting on you. Delegation is self-serve — you set your own, on the My Delegation tab of the Approvals app.

Setting a delegate

My Delegation shows an Out-of-office delegation form:

  • Delegate to — the user who’ll receive your approvals (any active user except yourself).
  • From — when delegation starts (“Leave blank to start immediately.”).
  • Until — the last day the delegate covers.

Click Save delegation, and you’re covered for that window. Clear delegation ends it early (or just let the window pass).

The My Delegation tab — Delegate to (user), From and Until date fields, and Save delegation / Clear delegation
My Delegation — pick a delegate and a date window; approvals route to them while it's active.

How it works

Delegation is resolved when a deal is submitted, not when you’d otherwise decide. If, at submit time, you have an active delegate inside the window, the new approval request is assigned to your delegate instead of you — so it shows up in their My Approvals queue, and they decide. You remain recorded as the original approver, so the audit trail is intact.