Managing Delegation Access

Delegation allows you to give someone on your team access to manage your scheduling on your behalf.

This is especially useful for assistants or team members who help coordinate meetings.

What is Delegation?

Delegation lets you grant access to another user so they can manage your account, including scheduling meetings and updating your preferences.

Once access is granted, they can act on your behalf within Workmate.

How to Grant Delegation Access

1. Go to the Team section

2. Find the person you want to give access to

3. Open the options menu (•••) next to their name

4. Select the option to grant access

Once enabled, they will be able to view and manage your account.

How to Remove Access

1. Go to the Team section

2. Find the person whose account access you want to update

3. Open the options menu (•••) next to their name

4. Click Delegate Access

5. In the list of teammates, uncheck the person you want to remove

6. Save or confirm the change if prompted

Once removed, that teammate will no longer be able to access or manage the account.

Who Should Have Access?

Delegation is best used for:

• Executive assistants

• Operations or admin team members

• Anyone responsible for managing scheduling on behalf of others