Delegating Approvals to Another User

Important Note: The steps below can be performed only by an Org Administrator. General users do not have access to the delegation feature.

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.

    Admin › Users option in the navigation menu

  3. Locate the user whose responsibilities you need to delegate and click Delegate.

    Delegate button in the Users list

  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.

  • To ensure the delegate can reach private repos, choose a default global credential from the drop-down.

  • Alternatively, click + to create a new credential and assign it immediately (see Create New Credential for details).

  • Super Admin and the currently logged-in user cannot be delegated.

Delegation wizard showing tabs for Salesforce Orgs and Version Control Repositories

  1. At the bottom of the wizard, pick the delegate user from the drop-down list of active users.

  2. Click Release User to finalize the transfer.

    Release User confirmation dialog

  • The delegate must be active.

  • The original user is deactivated automatically once delegation is complete.

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.

Users list with Log Details and User Delegation Report icons
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