📚 How to Manage Delegations in AUTOMY
Knowledge Center — Admin Studio
By Giancarlo Barreda ·
📝 Brief Description Learn how to create, modify, and delete delegations in AUTOMY, a key feature for transferring responsibilities between users in cases of temporary or permanent absences. 🎯 What is it for? Delegations ensure the operational continuity of processes when a user is absent due to vacations, leave, or departure from the company.
Assign another user to take over their responsibilities temporarily or permanently. 🛠 Steps to Follow 🔗 Access the Delegations Section Log into AUTOMY and go to the Main Menu .
Within Settings, find the User Management section and click on Delegations .
A list of all delegations created in the platform will appear. 🎉 Create a New Delegation Click the Add button (located at the top right).
Complete the form with the following information: Type: Select Temporary Delegation (for vacations) or Definitive (if the user is leaving the company).
Delegating User: Choose the user who will be replaced.
Start Date: Indicate when the delegation begins.
End Date: (Only for temporary delegations) Define when it ends.
Reason: Briefly explain the reason for the delegation.
Configure the toggles as needed: Delegate pending tasks: Transfers the user's current tasks to the delegate.
Keep user as approver: Both the original user and the delegate will receive notifications and be able to approve tasks.
Remove delegated tasks at the end: Tasks will return to the original user when the delegation ends.