Select your delegate

You can select up to 5 other people to act as your delegate for all matters you participate in.

Select Account
then Preferences
.

Choose Select
for the Delegate
field.

Search for the person you want as your delegate.

Go to Matter Access - Highest role in my matters
and choose the level of access you want to give the delegate from the dropdown.

Make selections for approving invoices, editing or approving budgets and accruals, and completing timesheets.

Select Save & close
.

This article applies to: