Guru's Verification engine ensures consistency, confidence, and trust in the knowledge your organization shares. Learn more.

Acting On Behalf of Another User as a Delegate

Overview:

Users can Manage Delegation Settings to allow additional users to act upon their behalf. If you are assigned to be a delegate by a co-worker to perform approval tasks on their behalf, please follow the instructions.

Viewing Delegated Inbox

Step 1: Click the profile photo in the top right corner.

Step 2: Click Switch Account.
WSG-Acting-On-Behalf-of-Another-User-as-a-Delegate-Google-Docs.png

Step 3: Click the user for whom you are a delegate.

WSG-Acting-On-Behalf-of-Another-User-as-a-Delegate-last-updated-3-23-2022-pdf-Google-Drive1.png

Step 4: Click the Inbox icon and you can see your co-worker’s delegated Inbox.

Home-Workday_-_2022-08-31T112043.136.png

Switching Accounts brings up a new Delegation Dashboard with Delegated Actions. You can initiate new business processes that have been delegated to you by the user on whose behalf you are acting by clicking on actions under Reports & Tasks.

blob

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.