BotIntelli — Delegations User Guide
This guide explains Delegations: how to delegate permissions to another user for a limited time and how to revoke delegations.
What Are Delegations?
Delegations let you grant some of your permissions to another user (the delegate) for a set period (e.g. when you’re on leave). The delegate can act with those permissions until the delegation expires or you revoke it. You can also see delegations granted to you by others.
Where to Find It
- Sidebar: Advanced Access → Delegations.
- URL:
https://app.botintelli.com/dashboard?view=rbac-delegation.
Complete User Journey
Step 1: Open Delegations
- You see My delegations (delegations you created) and optionally Delegated to me (permissions others delegated to you).
Step 2: Create a Delegation
- Click Delegate (or “Create delegation”).
- Form:
- Delegate (user) — User ID or email of the person who will receive the permissions. They must be a member of the organization.
- Permissions — Comma-separated list of permission keys (e.g.
workflow.edit,workflow.execute) or a selection from a list. Only include what you want to delegate. - Reason — Short reason (e.g. “Cover during vacation”).
- Expires at — Date and time when the delegation ends. After this, the delegate loses the delegated permissions.
- Submit. The delegation appears under My delegations and the delegate can use those permissions until expiry or revoke.
Step 3: View My Delegations
- My delegations lists delegations you created: delegate, permissions, reason, expiry. You can Revoke any delegation early if needed.
Step 4: View Delegated to Me
- Delegated to me shows permissions others delegated to you: who delegated, which permissions, and until when. Use them as normal until they expire or are revoked.
Step 5: Revoke a Delegation
- In My delegations, click Revoke on a delegation. It is removed immediately; the delegate no longer has those delegated permissions.
Input Fields (Create Delegation)
| Field | What to enter |
|---|---|
| Delegate | User ID or email of the delegate (must be an org member). |
| Permissions | Comma-separated permission keys (e.g. workflow.edit, bot.view). |
| Reason | Short reason for the delegation. |
| Expires at | Date and time when the delegation should end. |
Tips
- Delegate not found: Ensure the user is a member of the organization and you use the correct ID or email.
- Permissions: Only delegate what’s needed; use the same permission keys your organization uses (e.g. from SoD or roles).
Quick Reference
| Goal | Action |
|---|---|
| Delegate permissions | Delegate → delegate, permissions, reason, expires at → submit. |
| Revoke early | My delegations → Revoke on the row. |
| See what was delegated to you | Check Delegated to me section. |
For temporary elevated access in emergencies, see Emergency Access.