Can I assign a delegate to perform my tasks?

You can assign a delegate who can perform tasks on your behalf. You can add only one delegate for yourself. However, you can be a delegate to any number of users. If youโ€™re a user with a Submitter role, you can provide only submit access to your delegates.

  1. Go to My Settings on the left sidebar.
  2. Click + Add Delegate. Add Delegate
  3. Click the user to whom you want to give the delegate access under the Delegate Access To field.
  4. Select the Access Type.
  5. Select the End Date on which you want the access given to your delegate to expire.

    Note: If you do not specify an end date, the date will be set as indefinite, that is, the delegate will have access until you revoke it manually.

  6. Click Save.
Get a personalized demo from our experts

Attend a demo and receive $50 worth of Zoho Wallet credits that you can use to subscribe to Zoho Expense!

credit-coins-illustration
*
*
*
*
*
*

By clicking Submit, you agree to our Privacy Policy.