Sometimes it's important (and practical) to grant someone else access to your Fellow account. This could be an assistant, a direct report, or someone else. Either way, you can set this up with delegated access. Once delegated access has been given, the person will then be able to perform most functions on behalf of the account user.

In this article, we'll cover:

A delegate is someone who has been given access to a user's account. This access has been granted by the user themselves (also referred to as the delegator).

A delegate will be able to perform these tasks on behalf of the main user

A delegator can:

Delegated access enables someone else to manage your meetings, tasks, and calendar. This could be to act on behalf or a lead/senior leadership.

A common use case is to delegate access to an assistant who can then perform most functions on behalf of that individual to help them stay organized.

This feature is limited to the Enterprise Plan

First delegated access as a whole will need to be enabled by an admin in Workspace Settings. Once that feature has been enabled, you will see a space in User Settings titled Delegated Access.

Here you can create a delegate, edit their permissions, etc. For full detailed instructions, check out these articles: Add a delegate, Remove or edit a delegate

Does the Meeting Copilot know who I am if I attend a call on a teammate's behalf?

This depends on whose account you're logged into on the video conferencing platform. The Meeting Copilot gets the names of call participants directly from your video conferencing provider. This means if you attend a call on your manager's behalf and log into their Teams account to join the meeting, the Copilot will identify you with the name used in Teams.