Delegations are the designated users on the system responsible for handling tasks when the primary user is away or unavailable. This is to ensure that a pipeline is not delayed due to the absence of a user. The delegate would be the person who takes on the primary user's responsibility and this would be between the start and end dates that are entered.


To delegate the responsibility of a user to another user, follow the following steps:

1. In the Administration tab, navigate to Users in the Systems group and click on the user you would like to delegate the role for.


2. In the user group, click on +Add in Delegations.


3. You can either search for the designated delegator through typing their name, scrolling through the list of users or searching for users by a specific role.


4. Once the delegated user has been selected, Click Add.

5. Back to the user screen. add the Start and End Dates that the delegated user will be responsible for the primary user's responsibilities.
6. Once the dates have been entered, click Save