How to delegate while away

Create the delegation

Open /me/delegations and choose Delegate. Pick the colleague, the program (or all programs), the start and end dates and write the reason. Save calls POST /me/delegations with DelegationCreate {delegate_user_id, program_id?, starts_at?, ends_at, reason}. The API refuses yourself as delegate, a delegate without membership, more than 30 days, and any chain (a delegate cannot pass an item on) with 422 delegation_invalid; it audits delegation.create. Holders of program.twins.read in the program (owner, lead, quality reviewer) see the delegation listed.

What is routed, what is not

Routed: inbox items of kind decision (write approvals from your twin or from a console turn) and question, and batch_approval items, each only when the delegate holds that item’s write permission. Never routed: signature items (a signature is yours alone) and, in R4, stage items; the audit row carries a CHECK that delegated_from_user_id is null whenever signature_id is set. Standing-plan approvals stay with you: only the bound person approves a twin’s plan. Your twin does not follow the delegate; it keeps filing under your standing plans, and its proposals route.

What the delegate does

The item appears in the delegate’s inbox marked “Routed under delegation”. They open it, read the four panes and Approve, Edit then approve or Decline with a reason through POST /me/inbox/{item_id}/resolve; the service accepts them because an active delegation routes the item and they hold the write’s permission. For a batch they select rows and confirm the sheet like anyone else; an item whose permission they lack fails with batch_item_forbidden while the rest proceed.

Renew or revoke

A delegation expires at ends_at (delegation.expire, hourly job). Renewing extends it by at most 30 days more and increments renewal_count, which the oversight holders can see (delegation.renew). Revoke (DELETE /me/delegations/{delegation_id}) ends it at once (delegation.revoke); open items routed to the delegate return to your inbox.

Read what changed

The record footer reads “Routed under delegation from Maya N.; decided by Priya S. in their own right.” (illustrative). Setup › Audit shows the write with approved_by_user_id the delegate, delegated_from_user_id you, permission_exercised the delegate’s own key, interrupt_id and both hashes. The organisation audit export lists the delegation rows and the routed decisions with their metadata.