This task requires the Super Administrator role in ConductorOne.

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 want 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 a delegate for a user

1. Navigate to Admin > 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.