Delegate a user's tasks

When should I set a delegate?

In some cases, you might not want to assign ConductorOne tasks or send the corresponding notifications to certain users. For example, if a policy assigns access review or access request tasks to an executive, you might want to automatically redirect those tasks to a lower-level employee. If an employee is on extended leave, you might need to delegate their tasks to a colleague or manager until they return. In cases like these, you can set a delegate for the user.

Set your own delegate

For times when you’ll be out of the office and unable to complete ConductorOne tasks, you can set a delegate on your own account.

1. Navigate to the profile menu (your initials in the upper right corner of the screen) and click My profile.

2. In the Delegate tasks section of the page, click Edit.

3. Choose whether you want to set a Permanent (ongoing) delegate or a Temporary delegate with specific start and end dates.

4. Locate and select the user to whom you want to delegate tasks. Only one delegate per user is allowed.

5. If you chose to set a Temporary delegate, set the delegation period’s start and end dates.

   The delegation period must start in the future.

6. Click Save.

New tasks will now be automatically reassigned to your chosen delegate, except when prevented by policy rules. Each task’s audit log will contain an entry showing the delegation reassignment. All email and Slack notifications for the task will also be sent to the delegate.

Set a delegate for another user

This task requires the Super Administrator role in ConductorOne.

1. Navigate to Admin > Directory > Users.

2. Locate and click the name of the user you want to set up a delegate for.

3. In the Delegation area of the page, click Edit.

4. Locate and select the user to whom you want to delegate tasks. Only one delegate per user is allowed.

5. Click Save.

New tasks will now be automatically reassigned to the user’s delegate, except when prevented by policy rules. Each task’s audit log will contain an entry showing the delegation reassignment. All email and Slack notifications for the task will also be sent to the delegate, and not to the original user.

Delegation in policies

Policy steps can be configured to allow or block delegation reassignments. If a user with a delegate is assigned a task that was created using a policy that does not allow delegation, then the user, not their delegate, will be assigned the task and will receive notifications about it.

To review or update a policy’s delegation rules:

1. Navigate to Admin > Settings > Policies.

2. Click the name of the policy you want to review.

3. In each step, you’ll see a summary item showing whether delegation is disabled or enabled for the step.

4. To change the delegation rules, click Edit (pencil icon) on a step and check or uncheck the Allow task delegation option, then click Save.