Delegating Approvals to Another User

When a teammate is on vacation or otherwise unavailable, an administrator can delegate that user’s approvals, scheduled tasks, and repository access to an active colleague. The original account is deactivated, and the delegate steps in with identical permissions.

Delegate a User’s Responsibilities

1. Log in to AutoRABIT.

2. Hover over Admin and click Users.

   
3. Locate the user whose responsibilities you need to delegate and click on Actions drop down and then click on Delegate.

   
4. The delegation wizard opens and lists everything tied to the departing user:

   • Salesforce Orgs registered in their name.

   • Version Control Repositories and branch permissions.

   • Any scheduled tasks or approval queues.

     

1. At the bottom of the wizard, Click on drop down and choose the delegate user from the drop-down list of active users.

2. Click Release User to finalize the transfer.

   

View Delegation Logs and Reports

After delegation, you’ll find two helpful links next to the user record in Admin › Users:

• Log Details – a detailed audit trail of the delegation process (successes, warnings, errors).

• User Delegation Report – a summary of all tasks, approvals, and schedules now owned by the delegate.