What is a delegate?

Delegates let you share your workload with certain team members and allow these team members to perform actions for you.

Chinmayee avatar
Written by Chinmayee
Updated over a week ago

You may be listed as the manager on a number of matters and want to allow people to work on those for you. Rather than reassigning the matter to that person (and potentially losing visibility over it), you can add team members as delegates so they can work on those matters on your behalf.

In this article:

How to manage delegates

To manage your delegates, go to My Profile, then navigate to the 'Delegates' section in the left-hand menu.

You should also see additional actions from the modal where you can tick to update existing work items:

Delegates are added to matters and contracts automatically

Upon assigning delegates, they will automatically inherit the delegate owner/manager access every time you are assigned to matters. However, if you reject a matter assignment, your delegate will be automatically removed as well.

Your delegates will also receive the same notifications that you do and will have the same abilities that you have.

When it comes to contracts, your delegate will be added as a member automatically, with equal permissions to act as the contract owner.

Note that a delegate gets added only to active matters and contracts owned or managed by the original user.

Permissions for Delegates

To ensure that your delegates have the same level of access to matters and abilities as you, it's crucial that they are granted the same permissions as you. To review your permissions, navigate to My Profile and select Permissions.

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