A manager delegates "Expense Approvals" to a team lead while they are on leave.
You can choose between Full Control (they act as you) or Specific Action (they can only approve a specific invoice or reply to one thread).
Instead of sharing passwords (a huge "no-no"), users share access , which can be revoked at any time. 3. Use Case Examples
Every action taken by the delegate is tagged (e.g., "Approved by Sarah on behalf of James" ), so there’s never a question about who did what. 2. Key Benefits
Think of a feature as a "smart hand-off." It allows a user to assign a task, decision, or permission to someone else while maintaining oversight. 1. How it works
It gives junior members the chance to handle higher-level responsibilities in a controlled environment.
A manager delegates "Expense Approvals" to a team lead while they are on leave.
You can choose between Full Control (they act as you) or Specific Action (they can only approve a specific invoice or reply to one thread). delegate
Instead of sharing passwords (a huge "no-no"), users share access , which can be revoked at any time. 3. Use Case Examples A manager delegates "Expense Approvals" to a team
Every action taken by the delegate is tagged (e.g., "Approved by Sarah on behalf of James" ), so there’s never a question about who did what. 2. Key Benefits Key Benefits Think of a feature as a "smart hand-off
Think of a feature as a "smart hand-off." It allows a user to assign a task, decision, or permission to someone else while maintaining oversight. 1. How it works
It gives junior members the chance to handle higher-level responsibilities in a controlled environment.