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Access Delegation

How to delegate your account's access to your co-worker?

Ritvik Kala avatar
Written by Ritvik Kala
Updated over a week ago

What is Access Delegation?

Access delegation refers to granting a person or system a certain level of authority or permission to access resources, perform actions, or make decisions on behalf of another person or entity. By implementing access delegation in its expense management software, organizations can improve efficiency, distribute workload, and ensure that the right people are involved in the appropriate tasks while maintaining control and accountability.

Access Delegation in Fyle

The Access delegation feature allows an employee to grant access to another employee to take action on the account on their behalf.

The employee that assigns their account access is the Delegator and the employee to whom the access is granted is the Delegatee. The Delegator can assign access to the delegate on a permanent or temporary basis according to the requirement.

The access delegation feature will be available only if the Admin of your organization has enabled this feature. If the option is not visible in Spender Settings, kindly contact your Admin. You can find the Admin/s of your organization by clicking the Support icon beside your name in the top right corner.

How to grant Access Delegation?

(Steps needed to be taken by the Delegator)

In order to grant Access Delegation for your account to an employee, you can follow the steps mentioned below:

  1. Navigate to Spender Settings by clicking on the Gear Icon

  2. Under My Settings → Select Preferences. Scroll Down to Access Delegation

  3. Once you click on the Add Delegatee button, you will be presented with a pop-up box where you can select an employee who will be acting as the Delegatee

  4. After selecting the employee, the Delegator can also choose if the Access is Permanent or Temporary

  5. If you have selected Short Term Duration → Fill in the From and To Date → Click Save

  6. If you have selected Permanent Duration → Click Save

    Once the access delegation has been assigned, you will receive an email via your registered email ID acknowledging the same.

How to access the Delegated Account?

(steps for the Delegatee)

  1. Once the Delegator assigns their account to you, an email will be sent notifying you about the changes

  2. In order to access the Delegator account, click on the Dropdown arrow beside your name in the top right corner of your screen.

  3. Under Delegated Accounts, you will be able to see the name of the Delegators who have assigned their account to you.

    You can switch to the Delegator’s account by clicking on the name.

In case you are unable to see the delegated accounts after they have been delegated to you, kindly log out and log back into your Fyle account.

As a delegate, you will be able to do the following actions:

  1. Create expenses and reports on behalf of the delegator.

  2. Edit expenses and reports on behalf of the delegator.

  3. Delete expenses and reports on behalf of the delegator.

  4. Submit expenses and reports on behalf of the delegator.

Please note, the access delegation feature can be configured only via the Fyle Web application.

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