User Guide Overview
Understanding and using delegation as a Rahal user
Delegation User Guide
This guide explains how to use delegation features in the Rahal travel booking app. Whether you're granting access to someone else or using access that's been granted to you, this guide covers everything you need to know.
Understanding Your Role
In delegation, you can be either a delegator, a delegate, or both:
As a Delegator
You grant access to your travelers to another user.
When you're a delegator:
- Another user can see and select your travelers
- They can book travel on your behalf
- Your travel policy and budget apply to these bookings
- You remain the "owner" of all bookings
Common reasons to be a delegator:
- You have an assistant who books your travel
- A travel coordinator manages your department's travel
- You're frequently traveling and need booking help
As a Delegate
You receive access to someone else's travelers.
When you're a delegate:
- You can see their travelers in your traveler selection
- You can create bookings for their travelers
- Their policy and budget apply (not yours)
- Bookings are attributed to them
Common reasons to be a delegate:
- You're an executive assistant
- You're a travel coordinator
- You book travel for your team
Accessing Delegation
Find the Delegation page in the Rahal app:
- Log in to the Rahal travel booking app
- Navigate to the Delegation page (typically in the user menu or settings)
The Delegation Page
The Delegation page shows two sections:
Users Who Delegated to Me
This section shows people who have granted you access to their travelers:
- Each card shows the delegator's name and email
- The number of travelers they have
- The permission scopes they've granted you
- You cannot modify these delegations (only the delegator or admin can)
If this section is empty, no one has delegated to you yet.
My Delegations
This section shows people you have granted access to:
- Each card shows the delegate's name and email
- The number of travelers they have
- The permission scopes you've granted them
- You can edit scopes or revoke access from here
If this section is empty, you haven't delegated to anyone yet.
What You Can Do
As a Delegator
| Action | How |
|---|---|
| Grant access | Click "Grant Access" and select a user |
| Edit scopes | Click the edit icon on a delegation card |
| Revoke access | Click the revoke icon on a delegation card |
| View delegate's travelers | Not possible - delegation is one-way |
As a Delegate
| Action | Requirements |
|---|---|
| View travelers | Needs VIEW_TRAVELERS scope |
| Edit travelers | Needs MANAGE_TRAVELERS scope |
| Book travel | Needs CREATE_BOOKINGS scope |
| View bookings | Needs VIEW_BOOKINGS scope |
| Cancel bookings | Needs CANCEL_BOOKINGS scope |
The scopes shown on each delegation card tell you exactly what you can do for that user.
User Guide Topics
Self-Service Delegation
Grant, edit, and revoke your own delegations
Booking with Delegation
How to book travel for delegated travelers
Frequently Asked Questions
Can I see who delegated to me?
Yes. The "Users Who Delegated to Me" section shows everyone who has granted you access, along with their traveler count and the scopes they've given you.
Can I request delegation from someone?
Not directly. Delegation must be initiated by the delegator or an administrator. Contact the person you need access from, or ask your company administrator.
Why can't I edit a delegation someone gave me?
Only the delegator (or an administrator) can modify delegations they created. This ensures the delegator maintains control over who accesses their travelers.
How do I know which policy applies when I book?
When booking for someone else's travelers, their policy and budget apply, not yours. Look for the "Booking on behalf of [Name]" banner during the booking process.
What happens if my delegation is revoked while I'm booking?
If your delegation is revoked mid-booking:
- You'll see an error message when you try to proceed
- The booking cannot be completed
- Contact the delegator or administrator
Can I delegate to someone in a different company?
No. Delegation only works within the same company. Both you and the person you're delegating to must be active members of the same company.
Related Topics
- Self-Service Delegation - Managing your own delegations
- Booking with Delegation - Using delegated access
- Troubleshooting - Common issues and solutions