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How to delegate approvals, assignments, and notifications

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2.0 - Updated on 2024-06-01 by Terri Kouba

1.0 - Authored on 2018-07-05 by Douglas Van Buren

 Delegate approvals, assignments, and notifications to another user

If a user is out of the office, that user can delegate responsibilities to other users for a period of time.

 

Procedure

1. Navigate to Self Service > My Profile.

2. In the Delegates related list, click New.

Delegates Related List

 

3. Select the Delegate (User).

4. Set the period of time.

5. Specify the responsibilities the delegate will assume using the check boxes. You can delegate:

· Approvals: The delegate can approve items on your behalf.

· Assignments: The delegate can view and work on tasks assigned to you.

· CC Notifications: The delegate receives a copy of email notifications sent to you, except those marked Meeting Invitation.

· Meeting Invitations: The delegate receives a copy of email notifications sent of the type Meeting Invitation.

 

Note: You must select an active user as your delegate. The instance only delegates to active users.

 

 

Example

ServiceNow | Delegate approvals and tasks to another user

 

A sample delegation looks like this:

Delegation Options

 

Note: If your delegate gets email notifications, they will be the same email notifications sent to you. The delegate may be confused to see "Incident assigned to you" emails, so make sure they know they are a delegate.