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 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

Choose the Delegation Type

Select the type of delegation:

Type	Description	Best For
User-to-User	Grants access between specific users	Executive assistants, direct reports
Company-wide	Grants access to all users in a company	Travel coordinators, office managers

The form fields adjust based on your selection.

Create delegation drawer with User-to-User type selected

When you select Company-wide, the form changes: the company label becomes "Target Company", the delegate search expands to all users, and the delegator field becomes optional.

Create delegation drawer with Company-wide type selected

Select the Company

Choose the company where the delegation applies.

For User-to-User: Both users must be active members of this company
For Company-wide: This is the target company whose users' travelers the delegate can access

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 (minimum 2 characters)
Select the user from the dropdown
You can select multiple users to create delegations in bulk

For User-to-User delegations, the search is filtered to active users in the selected company. For Company-wide delegations, the search includes all active users across the system.

Select the Delegator (Grants Access)

For User-to-User delegations, this field is required:

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

For Company-wide delegations, this field is labeled "Restrict to Specific Users (Optional)":

Leave empty to grant access to all users in the company (true company-wide access)
Select specific users to limit the delegation to those users' travelers only

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. Note that Create Bookings automatically includes Manage Travelers.

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.

Select User-to-User type
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.

Select User-to-User type
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: Company-Wide Access

A travel coordinator needs access to all users in the company.

Select Company-wide type
Select the target company
In "Users Who Will Gain Access", select the travel coordinator
Leave "Restrict to Specific Users" empty for full company access
Configure scopes
Click Create

Result: The coordinator can search for and access any user's travelers in the company.

Scenario: Many-to-Many

Create user-to-user 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
Delegation Type	Yes	User-to-User or Company-wide
Company	Yes	The company context for the delegation
Users Who Will Gain Access	Yes	The delegate(s) - users receiving access
Users Granting Access	User-to-User: Yes, Company-wide: Optional	The delegator(s) - users whose travelers are shared. Empty for company-wide means access to all users.
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"