Using Delegation (Viewing and Managing Another Account)

Once you have delegation access, you can view and manage another teammate’s account directly within Workmate.

This allows you to act on their behalf without needing access to their inbox or calendar outside of Workmate.

How to View Another Account

Go to the Team section

1. Find the person whose account you have access to

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

3. Click View Account

You will now be viewing their account.

What Happens When You View an Account

When you enter someone else’s account:

• You are acting on their behalf within Workmate

• Any changes you make apply directly to their account

• Their tasks, settings, and scheduling preferences are fully accessible

You’ll also see a banner indicating that you are viewing another user’s account.

What You Can Do

While viewing another account, you can:

• Update scheduling preferences and availability

• Modify settings and profile information

• Manage and complete tasks

• Coordinate meetings on their behalf

Managing Tasks

You can manage tasks as if you were that user.

Within a task, you can:

• Add updates or instructions

• Guide how the task should be handled

These actions are performed as the account owner, not as yourself.