You can delegate requests to team members and contractors.
Users to whom you can delegate the action must be assigned Assigned Responsibilities within the action workflow settings.
To allow contractor delegation, navigate to the action within the configure portal and update the workflow settings to enable it.
Once an action is generated, click the cog icon and select Delegate Users.
The action tile that has been delegated will display the initials of the user it has been assigned to. Hover over the initials to view the full name.
Did you know...?
You can select multiple users when delegating.
You can add triggers to notify users when an event has been delegated to them.
You can toggle between 'My View' and 'Team View' to see requests, actions, or checks that have been delegated to you or are applicable to the entire team.
a. 'My View' will display requests, actions, and checks that have been delegated to you.
b. 'Team View' will display all requests, actions, and checks that have been raised or scheduled and need to be completed by the team.
☺️ Have questions or need support? Reach out to us at email. We're here to help!