Use Case: Task Delegation During the Department Manager's Annual Leave

The department manager responsible for approval processes at a manufacturing company will be taking a two-week annual leave. The manager wants to delegate the “approver” and “editor” roles assigned to them in the system to one of the unit managers, userguide@firma.com, to ensure that processes continue smoothly in their absence.

The manager logs into the system and goes to the “Delegate Authority” form screen:

  • He enters the start date of his leave (June 27, 2025).
  • He specifies the end date of his leave (July 11, 2025).
  • He writes the email address of the person who will take over the authority: userguide@firma.com
  • Select “approver” and “editor” as the roles to be delegated.

When the user clicks the button, the Create User Access Delegation action runs and the system automatically defines the permissions for the specified roles between the specified dates.

During this period, the user userguide@firma.com takes over all approval and editing permissions of the manager. At the end of the period, the system automatically revokes the delegated permissions. This ensures that the transfer of duties is carried out without human intervention and that processes are not interrupted.