User Delegation
The purpose of user delegations is to allow Users to enter or view Timesheets for other Resources.
A user must have the correct user permissions to be able to delegate and the resources must be assigned to the user.
If the manager box is not ticked, the user cannot delegate however they can view the Resources and Timesheets.
How to assign resources to a user
Assigning resources to a user
Find the User account from the User Delegations menu.
Select Edit.
Select Select.
You can now choose the users Resources.
Tip
The Groups (in bold font) shortcut the process of selecting one person at a time.
Once you have selected the individuals or groups that you would like the user to be able to delegate for, select the single chevron to move them over to the selected column.
Select Apply.
Select Save.
How to grant permissions to delegate
Granting permissions to delegate
Open User accounts in the finder.
Find the User that you want to grant permission to delegate.
Select Edit.
Select Select under the permission tab.
Search Delegation.
Select the delegation roles you want to assign and move them to the Selected section via the single chevron.
Select Apply.
Updated March 2026