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Enable the Delegated Access feature for your workspace

An administrator will need to edit a setting in Workspace Settings --> Security

Written by Julia
Updated over a month ago

Delegated access is a great feature to use for roles such as admnistrative or executive assistance. This feature grants account access to others to help prepare for meetings ahead of time and action follow ups on behalf of others.

Note: Before delegated access can be granted by members of a workspace, it will need to enabled by a workspace administrator and on the Enterprise plan.

Enabling delegated access (admins)

  1. Visit Workspace Settings

  2. Click on Security. Toggle on the Delegated access

  3. Once turned on, users in your workspace will see a new section titled Delegated access under their User Settings. There, they can add new delegates with the โ€˜Addโ€™ button.

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