Accepting Delegate Request

When a manager or administrator expects to be unavailable — such as to take a vacation — that person can delegate authority to another manager or administrator — the delegate — to access and receive the absent person's notifications and complete tasks during the absence.

Example: The delegate approves time-off requests while the regular manager is on vacation.

Accept delegated authority

  1. Select the Tasks tab.
  2. Select the delegation notification.
  3. Check the details.
  4. Select one of the following:
    • Accept
    • Reject
  5. Optionally, enter a Comment.
  6. Tap Submit.
  7. Log out and log in again to be able to switch roles.

Complete tasks for the other person

  1. Below your name, photo, and Edit Profile, tap Switch Roles. Select the name of the person whose authority you are taking. 
    • Important: You cannot see the Switch Roles button if the start date is in the future.
  2. Complete the tasks as needed on behalf of the other person.
  3. To return to your own role, tap Switch Roles. Select Myself