How to create Auto-delegation?

Step 1: Login to using your User Name and Password

Step 2: On top right corner, your profile image will be present.  On clicking the same, “Settings” menu will be displayed

Step 3: Click “Settings” menu. You will find “Auto delegate” option. Click the same

Step 4: You will be navigated to a page where you can create delegates. Click “Create New” button

Step 5: Enter the Email Id, Name, From date, To date and Reason for delegation. Once you input these details, click “Save” button (Note: you can select the email id from the existing user list or enter new email address)

Step 6: Upon successful creation, you will see the delegate details in the list page

Step 7: You can edit the delegate record or mark as inactive using the action icons.

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