Delegate May 2026

An executive delegates their inbox to an assistant to filter spam and schedule meetings.

A user selects a teammate and clicks "Delegate." delegate

Every action taken by the delegate is tagged (e.g., "Approved by Sarah on behalf of James" ), so there’s never a question about who did what. 2. Key Benefits An executive delegates their inbox to an assistant

Think of a feature as a "smart hand-off." It allows a user to assign a task, decision, or permission to someone else while maintaining oversight. 1. How it works Key Benefits Think of a feature as a "smart hand-off

Include a option. Most delegation is temporary (vacations, sick leave), so letting the permission automatically expire prevents "access creep" and keeps the system secure.

You can choose between Full Control (they act as you) or Specific Action (they can only approve a specific invoice or reply to one thread).