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Administrator Guide
Last Updated: 2025-04-04
Set Up Delegation Settings

Set Up Delegation Settings

To set up delegation settings, users need these permissions:
  • settings.admin
  • delegation.settings.read
  • delegation.settings.edit
You can set up delegation settings to determine how long users can delegate tenant access and who they can delegate tenant access to. These settings help you prevent unauthorized approvals and control delegation based on specific organizational needs.
  1. From the header, select
    More
    Company Settings
    .
  2. Under
    Security
    , select
    Delegation Settings
    .
  3. Complete the
    Delegation Expiration
     section:
    Option Description
    Allow Users to Delegate Access with No Expiration Date
    • If you keep this check box selected, users can delegate access to other users without a specific end date. However, they still have the option to select an end date when delegating access.
    • If you deselect this check box, enter the
      Maximum Delegation Length
       that users can delegate access. The default duration is 365 days.
    Notify before Access Expires (Days)
    This setting enables you to specify the number of days in advance when VNDLY should send the
    Delegation Access Ending Soon notification
     to delegates and delegators. The default option is 7 days.
    You can also configure notification recipients and delivery methods on the
    Notifications
     page of
    Company Settings
    .
  4. Complete the
    Delegation Restriction
     section. This section allows you to restrict delegation for client and MSP users:
    Before configuring settings in this section, we recommend ensuring that management levels or reporting hierarchies have been set in users’ profiles.
    Option Description
    No Restrictions
    This setting, which is selected by default, allows users to grant delegation access to any other users in the tenant.
    Restrict By Management Level
    This setting allows users to grant delegation access to other users with a specific management level:
    • Same Level
      : Users can delegate access to other users with the same management level as themselves.
    • Higher Level
      : Users can delegate access to other users with a higher management level than themselves.
    • Lower Level
      : Users can delegate access to other users with a lower management level than themselves.
    Restrict by Reporting Hierarchy
    This setting allows users to grant delegation access to other users with a specific reporting hierarchy:
    • Peers
      : Users can only grant delegation access to other users who directly report to the same manager as themselves.
    • Subordinates
      : Users can only grant delegation access to their direct reports or subordinates.
    • Superiors
      : Users can only grant delegation access to their managers or superiors.
  5. Click
    Save
    .
The settings you selected above are reflected on users’
Manage Delegation
 page when they grant or request access. Any previous or future delegations in your tenant are also impacted by these settings, which are effective immediately.
For example, you want to prevent users from delegating access to users with higher management levels. While setting up delegation settings, you select
Restrict by Management Level
, choosing
Same Level
 and
Lower Level
.