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EXM Suite

Delegation

Delegation is the process of assigning one's authority to another person to carry out specific tasks or responsibilities. In a management context, when a manager entrusts certain duties, such as approvals, to their team members, this is considered delegation. This process empowers employees and ensures efficient workflow.

Navigate to Administration > Delegations in the left navigator.

Click on the button on the top ribbon of the view.

General

All the information related to the Delegation will be present in this tab.

FieldsDescription
User NameSpecify the name of person who created delegation.
Delegate StartEnter the first date you need someone to monitor your approvals.
Delegate UntilEnter the last date you need someone to monitor your approvals.
Delegate ToSelect the person who will perform the approvals
ModuleSpecify the name of the module.
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DelegationGeneral
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