Creating Delegations

This guide walks you through creating delegation relationships between users in the Rahal Dashboard.

Prerequisites

Before creating a delegation:

Both users must be active members of the same company
You must have the WRITE_DELEGATIONS permission
Determine which user should be the delegator (grants access) and which should be the delegate (receives access)

Creating a Single Delegation

Navigate to Delegations

Open the Rahal Dashboard
Select the appropriate company from the company switcher
Click Delegations in the sidebar
Click the Create Delegation button

Create delegation drawer with company, users, and scope selection fields

Select the Company

If you have access to multiple companies, select the company where both users belong.

If you're already filtered to a specific company, this field may be pre-filled.

Select the Delegate (Receives Access)

In the "Users Who Will Gain Access" field:

Start typing the user's name or email
Select the user from the dropdown
You can select multiple users to create delegations in bulk

This user will be able to access the delegator's travelers.

Select the Delegator (Grants Access)

In the "Users Granting Access" field:

Start typing the delegator's name or email
Select the user from the dropdown
You can select multiple users to create delegations in bulk

This user's travelers will become accessible to the delegate.

Configure Scopes

Select the permission scopes for this delegation:

Scope	When to Include
View Travelers	Almost always - needed to see and select travelers
Manage Travelers	When delegate should be able to edit traveler profiles
Create Bookings	When delegate should be able to make bookings
View Bookings	When delegate should see booking history
Cancel Bookings	When delegate should be able to cancel bookings

Default scopes are: View Travelers, Create Bookings, View Bookings.

Create the Delegation

Click Create Delegation(s) to save.

If you selected multiple users on either side, multiple delegations will be created for each combination.

Bulk Delegation Creation

The delegation form supports creating multiple delegations at once:

Scenario: One Delegator, Multiple Delegates

An executive wants to grant access to their entire assistant team.

In "Users Who Will Gain Access", select all assistants
In "Users Granting Access", select the executive
Configure scopes
Click Create

Result: One delegation is created for each assistant.

Scenario: Multiple Delegators, One Delegate

A travel coordinator needs access to an entire department's travelers.

In "Users Who Will Gain Access", select the travel coordinator
In "Users Granting Access", select all department members
Configure scopes
Click Create

Result: One delegation is created from each department member to the coordinator.

Scenario: Many-to-Many

Create delegations between multiple users simultaneously.

Be careful with many-to-many creation. If you select 5 delegates and 5 delegators, you'll create 25 delegations (minus self-delegations, which are automatically skipped).

Form Fields Reference

Field	Required	Description
Company	Yes	The company context for the delegation
Users Who Will Gain Access	Yes	The delegate(s) - users receiving access
Users Granting Access	Yes	The delegator(s) - users whose travelers are shared
Delegation Scopes	Yes	At least one scope must be selected

Validation Rules

The system enforces these rules:

Rule	Error Message
Delegator and delegate are the same user	"Cannot delegate to yourself"
Delegation already exists	"Delegation already exists"
User not active in company	"User not found or not active in company"
No scopes selected	"At least one scope is required"