Specify a delegate for another person

As an administrator, you can specify a delegate in the personal settings (person icon) under User settings > Delegation settings for the workflows in your organization if a team member in any team is absent. Users can also set up a delegate for themselves for upcoming vacation days.

If you set up a delegate for another person, you can either specify a group or an individual person. By specifying a delegate, the selected persons or groups receive all the tasks of the absent person.

To set up a delegate for another person, you must be a member of the Admin role in Keycloak.

Clarify the delegation rule with those involved in advance.

Here's how

1. Open your personal profile settings (your name and profile picture) in the main bar of the application.

2. Click on User settings.

3. Under Delegation settings, select the user for whom you want to define the delegation. In the tabular overview, you can enter the details for each workflow by clicking in the respective fields.

   1. Group: If a user group is to take over the delegation, enter the group.

   2. Individual: If a specific person is to take over the delegation, select the name of the person.

4. Enter the period for the delegation by selecting a date under Start and End. If the period for the delegation is unclear, do not enter a date and activate the entry under Active without end date.

5. Click on Save in the ribbon.

See also

• Define and update permissions for groups of a company

• Create approval policies for cost centers

• Define administrative group to display all tasks of a company