Delegate approval authority
Hand your approval queue to a trusted colleague while you are on leave so bookings and payment approvals do not stall.
You need the Admin role (or higher) to complete the steps on this page.
A delegation forwards your approval queue to another user for a defined period. Everything that would normally land on your Booking approvals / Sales intake approvals / Payment plan overrides / Purchase overrides queue goes to the delegate instead. Audit trail still records who actually approved.
Only booking.approve holders see this screen.
Create a delegation
Step 1: Open Approvals → Delegations → Add
delegations-01.pngStep 2: Pick the delegate
Only users who themselves hold booking.approve show up. You cannot delegate to someone who is not an approver already.
Step 3: Set the date range
Pick Start date and End date. The delegation activates at 00:00 on start and ends at 23:59 on end.
Step 4: Save
From the start date, items that would have gone to your queue land on the delegate's.
End a delegation early
Step 1: Open the delegation → End now
The delegation terminates. Items from here come back to your queue.
Delegations only forward NEW items from the start date onwards. Items already in your queue when you leave remain there — move them to someone or delegate before they stack up.
What's next
- Booking approvals — the queue being delegated.
- Payment plan overrides — also included in a delegation.