Self-Service Delegation

Rahal allows users to manage their own delegations without administrator involvement. This guide covers how to grant access to others, modify existing delegations, and revoke access when needed.

Accessing Delegation Settings

Log in to the Rahal travel booking app
Navigate to the Delegation page
Find the "My Delegations" section

Granting Access to Others

Grant another user access to your travelers:

Open the Grant Dialog

In the "My Delegations" section, click the Grant Access button
The "Grant Access" dialog opens

Select the User

In the user search field, type the person's name or email
Select them from the search results
The user must be a member of your company

Choose Permission Presets

Select a permission preset that matches your needs:

Preset	Includes	Use Case
Full Access	All 5 scopes	Complete trust - they can do everything
Booking Only	View Travelers, Create Bookings, View Bookings	Standard assistant access
View Only	View Travelers, View Bookings	Visibility without modification
Custom	You choose	Specific permission needs

Customize Permissions (Optional)

If you selected "Custom", check the specific scopes:

View Travelers: See your traveler profiles
Manage Travelers: Edit your traveler profiles
Create Bookings: Make bookings for your travelers
View Bookings: See your booking history
Cancel Bookings: Cancel your bookings

Grant Access

Click Grant Access to create the delegation.

The default preset is "Booking Only", which allows the delegate to book travel for your travelers and view the bookings they create.

Viewing Your Delegations

The "My Delegations" section shows everyone you've granted access to:

Each card displays:

User name and email: Who has access
Traveler count: How many travelers they manage (their own)
Scopes: First few scopes, with "+N" for additional
Action buttons: Edit and Revoke

Empty State

If you haven't granted access to anyone:

No delegations yet

Grant access to colleagues who can manage your travelers or create bookings on your behalf.

Editing Delegation Permissions

Modify the scopes for an existing delegation:

Open the Edit Dialog

Click the pencil icon on the delegation card you want to edit.

Modify Permissions

The dialog shows all five scopes with checkboxes:

Check scopes to add permissions
Uncheck scopes to remove permissions
At least one scope must remain selected

Save Changes

Click Save to apply the changes.

Changes take effect immediately. If you remove a scope while the delegate is using it, their next action requiring that scope will fail.

Revoking Access

Permanently remove someone's access to your travelers:

Initiate Revocation

Click the trash icon on the delegation card.

Confirm Revocation

A confirmation dialog appears:

Are you sure you want to revoke delegation for [Name]?

Confirm

Click Confirm to revoke access.

Revocation is permanent. If you need to restore access, you'll have to create a new delegation.

Viewing Delegations TO You

The "Users Who Delegated to Me" section shows everyone who has granted you access:

Each card displays:

User name and email: Who granted you access
Traveler count: How many travelers they have
Scopes: What you're allowed to do

What You See

For each delegation to you:

The delegator's name and avatar
Number of travelers they have
Permission badges showing your allowed actions

What You Cannot Do

You cannot edit or revoke delegations granted TO you. Only the delegator (or an administrator) can modify these.

If you no longer need access, contact the delegator and ask them to revoke the delegation.

Best Practices

Start with Booking Only

Unless there's a specific need, start with the "Booking Only" preset:

Allows booking travel on your behalf
Doesn't allow changing traveler profiles
Doesn't allow cancelling bookings

You can always add more permissions later.

Review Periodically

Check your delegations occasionally:

Do these people still need access?
Are the scopes still appropriate?
Has anyone left the company?

Communicate Changes

When you modify or revoke a delegation:

Let the affected person know
Explain why if appropriate
Give notice before critical revocations

Be Selective with Manage Travelers

The "Manage Travelers" scope allows editing your traveler profiles:

Passport updates
Contact changes
Adding/removing travelers

Only grant this to people you trust with your personal information.

Be Careful with Cancel Bookings

The "Cancel Bookings" scope can have financial implications:

Cancellation fees may apply
Refunds may be partial
Some bookings may be non-refundable

Only grant this to people with authority to change your travel plans.

Common Scenarios

Setting Up Your Assistant

Goal: Your executive assistant should book travel for you.

Configuration:

Grant Access to your assistant
Select "Booking Only" preset
Optionally add "Cancel Bookings" if they manage changes too

Temporary Project Coverage

Goal: A colleague will book for you while you're unavailable.

Configuration:

Grant Access to your colleague
Select "Booking Only" preset
Set a reminder to revoke after the project

After the project:

Open the Delegation page
Revoke the temporary delegation

Goal: Your company's travel coordinator should manage all travel.

Configuration:

Grant Access to the coordinator
Select "Full Access" preset (they likely need everything)

Troubleshooting

I Can't Find the User

The user must be an active member of your company. If you can't find them:

Verify they have a Rahal account
Verify they're in your company
Check the spelling of their name/email

My Delegate Can't See My Travelers

Verify the delegation:

Check that the delegation is active
Ensure it includes the "View Travelers" scope
Ask them to refresh their app

Changes Aren't Taking Effect

Scope changes are immediate, but the delegate may need to:

Refresh their browser/app
Log out and log back in
Wait a few seconds for cache to clear

Booking with Delegation - Using delegated access
Scopes Reference - Detailed scope information
Troubleshooting - More help with issues

Self-Service Delegation

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