Managing Delegations

This guide covers how to view, filter, and update existing delegation relationships in the Rahal Dashboard.

Viewing Delegations

Accessing the List

1. Navigate to Delegations in the dashboard sidebar
2. The table displays all delegations for the selected company
3. Each row shows one delegation relationship

Understanding the Table

Filtering

Use the toolbar to filter delegations:

By Company

If you manage multiple companies:

1. Click the Company filter
2. Select a company from the dropdown
3. Only delegations for that company are shown

By Status

Filter by active/inactive status:

1. Click the Status filter
2. Toggle to show Active only, Inactive only, or All

By Date

Filter by creation date:

1. Click the Created filter
2. Select a date range
3. Only delegations created in that range are shown

Searching

Use the search bar to find specific delegations:

• Search by delegate name or email
• Search by delegator name or email
• Search is case-insensitive

Editing a Delegation

Administrators can modify the scopes and status of an existing delegation.

Changing Delegation Status

Deactivating a Delegation

To temporarily suspend a delegation without deleting it:

1. Open the edit drawer
2. Toggle the status to Inactive
3. Save changes

When to deactivate:

• Delegator is on extended leave
• Temporary suspension pending review
• Testing access without permanent removal

Reactivating a Delegation

To restore a deactivated delegation:

1. Find the inactive delegation (filter by Status if needed)
2. Open the edit drawer
3. Toggle the status to Active
4. Save changes

The delegate immediately regains access to the delegator's travelers.

Modifying Scopes

Adding Scopes

To grant additional permissions:

1. Open the edit drawer
2. Check the additional scope(s)
3. Save changes

Common additions:

• Adding CANCEL_BOOKINGS when delegate needs to modify travel plans
• Adding MANAGE_TRAVELERS when delegate should update profiles

Removing Scopes

To reduce permissions:

1. Open the edit drawer
2. Uncheck the scope(s) to remove
3. Save changes

Scope Change Effects

Monitoring Delegations

Regular Audits

Schedule periodic delegation reviews:

1. Filter to show all delegations
2. Check for delegations to departed employees
3. Verify scopes are still appropriate
4. Remove or update as needed

Identifying Stale Delegations

Look for signs a delegation may be outdated:

• Delegator or delegate is no longer active
• Delegation was created a long time ago
• Scopes haven't been used (check with users)

Usage Patterns

Consider requesting a usage report to identify:

• Delegations that have never been used
• Delegations with excessive scopes
• Delegations for users who have left

Bulk Management

Currently, delegations must be managed individually. For bulk updates:

1. Export the delegation list (if needed for planning)
2. Make changes one by one
3. Or use the API for programmatic bulk updates

Audit Trail

All delegation changes are logged:

Access the audit log through your organization's logging system.

Related Topics

• Creating Delegations - Setting up new delegations
• Revoking Delegations - Permanently removing delegations
• Scopes Reference - Detailed scope information