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 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
This task requires the Super Administrator role in ConductorOne.
In the navigation panel, open Admin and click Users.
Locate and click the name of the user you want to set up a delegate for.
In the Delegation area of the page, click Edit.
Locate and select the user to whom you want to delegate tasks. Only one delegate per user is allowed.
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 policy rules
Policies allow delegation by default, but this setting can be changed. 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:
In the navigation panel, open Admin and click Policies.
Click the name of the policy you want to review.
In the Details area of the page, find the Delegation entry, which shows whether delegation is allowed by this policy.
To change the delegation rules, click Edit on the Details area and check or uncheck the Automatically reassign tasks to delegates option, then click Save.