** This feature is only available to users on an Enterprise plan **
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:
What is a delegate?
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).
What can a delegate do?
A delegate will be able to perform this tasks on behalf of the main user
Plan meeting agendas
Respond to meeting requests
Edit Google Calendar
Initiate peer feedback, send user's feedback
Add meeting notes, talking points, action items
Monitor the 1:1 actions between manager and direct reports
Toggle from the workspace/accounts
Add to private notes
What can a delegator do?
A delegator can:
Set expiry date (time frame) for the delegated access. For instance, a delegator can grant temporary access to their account for only Q3 2022.
Why would someone grant delegate access?
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.
How can I grant delegated access? How can I revoke delegated access?
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