Managing and removing your delegate
Below your own delegate settings, the Approval Delegates tab shows a read-only list of any approvers who have designated you as their delegate, along with the approval type(s). This gives you a consolidated view of whose approvals you are responsible for.
Removing a delegate
To remove your delegate, click the remove option next to their name in the relevant section. Once removed, they will no longer receive your delegated approval tasks.
What happens when a delegate leaves
If your delegate departs from the organization, their delegation is automatically removed. You will receive an in-app notification and email letting you know, with a direct link back to the Approval Delegates tab so you can assign a replacement.
Similarly, if your delegate moves to a different job, the delegation is removed, since delegation is tied to the job seat rather than the person.
Email notifications
In-app notifications for approval delegate activity are always delivered. To turn off email notifications, go to Settings > User Settings > Email Notifications and uncheck Approval delegate emails.
Event | Who receives it | Channels |
|---|---|---|
You are set as someone's delegate | Delegate | In-app + email |
Your delegate approved on your behalf | Approver | In-app + email |
Your delegate rejected on your behalf | Approver | In-app + email |
Your delegate departs or moves to a new job | Approver | In-app + email |
