Inside Activate
Workflow and Approval
Permanent Approval Delegation
3 min
problem some organisations need to permanently delegate approval responsibilities for specific users—such as executives or senior managers—who may not have time to process approvals this situation commonly occurs when direct reports submit requests to senior leaders approvals escalate because direct reports have not acted on the request solution activate supports permanent approval delegation through the auto delegation role any user added to this role will have their approvals automatically delegated to a specified target user configuration steps create the auto delegation role navigate to create a new role named add the default delegate parameter on the role, create a parameter named configure this as a user reference to the target delegate assign users to the auto delegation role use the task important do not add users to the role using activate studio , as scripts required to set up delegation will not run user experience users with permanent delegation will see a notification on their activate homepage indicating that their approvals are delegated requesters will see delegation details in the workflow summary for items involving a delegated approver permanent delegation ensures critical requests are processed without delays caused by unavailable approvers