> ## Documentation Index > Fetch the complete documentation index at: https://docs.lumos.com/llms.txt > Use this file to discover all available pages before exploring further. # Configuring Delegation After reading this article, you’ll know how to set up delegation in Lumos so access requests don’t stall when approvers are out of office or need coverage. *** ## Background Access requests often depend on a small set of approvers—managers, executives, or app owners. When those approvers are out of office or rely on executive assistants (EAs) to handle routine approvals, requests can get stuck. Without delegation, teams typically rely on workarounds like: * Manually reassigning tasks * Temporarily changing managers in the HR system * Escalation policies that only trigger after delays These approaches add operational overhead and make audits harder. Lumos’ **Delegation** feature lets you explicitly route approvals and tasks to another person, either temporarily or indefinitely, while preserving clear audit trails and governance. *** ## What Is Delegation? Delegation allows an approver (the owner) to assign their approval tasks to another user (the delegate). When delegation is active: * New approval tasks are sent to the delegate * Actions are recorded as “performed by the delegate on behalf of the owner” * The owner retains accountability and audit ownership Delegation does **not** change roles, permissions, or admin access. *** ## Configuring Delegation ### 1. Navigate to Delegation Settings (Admin) * Go to the Admin Console -> Settings -> Lumos Members * Add delegation for a given identity Screenshot_43.png ### or Navigate to Task Center (User) Screenshot_42.png *** ### 2. Create a Delegation Rule Click **Create Delegation**, then configure: * **Owner**\ The person whose approvals will be delegated * **Delegate**\ The person who will receive and act on those approvals * **Timeframe** * Set a start and end date for OOO coverage, or * Leave the end date blank for ongoing delegation (for example, executive to EA workflows) * **Scope** (if available) * Choose what delegation applies to. In Beta, this is restricted to all approvals and all tasks. *** ### 3. Save and Activate Once saved: * Delegation becomes active at the configured start time * When delegation starts, all open approvals and tasks are routed to the delegate. * Both the owner and delegate are notified *** ## What Delegates See When acting as a delegate: * Approvals and tasks appear in the delegate’s task list * Each task clearly indicates it was **delegated from another user** * The delegate can approve or deny requests just like the original approver Delegates only receive task-level authority and do not gain broader access or admin privileges. *** ## Managing Delegation Admins (and approvers, if enabled) can: * View **Active**, **Upcoming**, and **Expired** delegations * End a delegation early * Update dates or change the delegate Changes take effect immediately and are recorded in audit logs. *** ## Governance and Safety Lumos enforces guardrails to reduce risk: * **No self-approval**\ Delegates cannot approve their own access requests * **No circular delegation**\ Delegation loops (for example, A → B → A) are prevented * **Active users only**\ Delegates must be active users; delegation may end automatically if a delegate is deactivated All delegation actions are fully auditable. *** ## Common Use Cases **Manager OOO coverage**\ Route approvals to a peer or direct report during PTO or leave. **Executive assistant workflows**\ Allow EAs to handle routine approvals while executives focus on exceptions. **Temporary coverage**\ Quickly assign a delegate when someone is unexpectedly unavailable. *** ## FAQs **Can Delegation reassign Access Review assignments to other reviewers?** No, currently delegation only reassigns Tasks in the Task Center (Approval tasks, manual provisioning / deprovisioning tasks, error tasks). **Does delegation affect task and approvals that are already pending?**\ Delegation typically applies to all open approvals and task at the delegation start time. Existing tasks and approval will move from the owner to delegate when enabled. **Is delegation the same as escalation?**\ No. Delegation is a proactive assignment of responsibility. Escalation is a reactive fallback when tasks or approvals are delayed. **Can I have more than one delegate?**\ Only one delegate is supported at this time. *** ## Need Help? If you’re unsure how to configure delegation for your organization, contact your Customer Success Manager or reach out to [**support@lumos.com**](mailto:support@lumos.com).