You can choose between Full Control (they act as you) or Specific Action (they can only approve a specific invoice or reply to one thread).
Instead of sharing passwords (a huge "no-no"), users share access , which can be revoked at any time. 3. Use Case Examples
A manager delegates "Expense Approvals" to a team lead while they are on leave.
Every action taken by the delegate is tagged (e.g., "Approved by Sarah on behalf of James" ), so there’s never a question about who did what. 2. Key Benefits
You can choose between Full Control (they act as you) or Specific Action (they can only approve a specific invoice or reply to one thread).
Instead of sharing passwords (a huge "no-no"), users share access , which can be revoked at any time. 3. Use Case Examples delegate
A manager delegates "Expense Approvals" to a team lead while they are on leave. You can choose between Full Control (they act
Every action taken by the delegate is tagged (e.g., "Approved by Sarah on behalf of James" ), so there’s never a question about who did what. 2. Key Benefits users share access
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