WHO THIS APPLIES TO

1. You must hold the Power User role in WorkBuzz Dialogue.

2. The colleague you wish to assign as a Delegate must be an active Creator in WorkBuzz Dialogue.

1. Click into your account menu, located in the bottom left of the screen.

2. Select Settings.

3. In the Settings navigation, click Members.

4. Locate the member you want to assign a Delegate to, then click the ⋮ menu next to their name.

5. Click Assign Delegates.

6. Search for and select the colleague you want to assign as a Delegate. You can select more than one.

7. Click Continue.

8. Review the summary, then click Confirm.

💡Everything a Delegate does on the Creators behalf will appear as if the Creator did it themselves. Once confirmed, both the Creator and the newly assigned Delegate will receive an email confirming the change.

1. Go to Settings > Members (steps 1-3 above).

2. Locate the Delegates column in the Members list. This shows the number of Delegates currently assigned to each member.

3. Click the number in the Delegates column to open the full list of Delegates for that member.

💡You can reach the same Delegates list via the ⋮ menu next to a member's name by selecting View Delegates.

1. Open the Delegates list for the relevant member (see Viewing Assigned Delegates above).

2. Find the Delegate you want to remove and click the trash icon next to their name.

3. The list updates immediately to reflect the change.

💡Both the Creator and the removed Delegate will receive an email confirming that the delegation has been removed.

WHAT HAPPENS NEXT

Once a Delegate is assigned, they can manage Loops and view results on behalf of the Creator immediately. Delegate management is ongoing. Power Users can assign, view, or remove Delegates for any Creator at any time from Settings > Members. Both parties are notified by email whenever access is granted or removed.

COMMON QUESTIONS

Can a Creator have more than one Delegate at a time?

Yes. A Creator can have up to 10 Delegates assigned at a time. When assigning Delegates, you can select multiple colleagues in a single action. All assigned Delegates will appear in the Delegates list for that member, accessible via the Delegates column or the ⋮ menu.

A member's Delegate count is not showing in the Members list. What should I check?

Confirm that you are viewing Settings > Members and that the Delegates column is visible. If a member has no Delegates assigned, the column will show zero or be blank.

Can a Delegate perform every action the Creator can, or are there restrictions?

A Delegate can perform every action the Creator can, with one exception: they cannot record a video on the Creator's behalf.

What happens to existing Delegates if a Creator leaves the organisation?

When a Creator is disabled in WorkBuzz Dialogue, their Delegates' access is also disabled automatically. No manual removal is required, but it is good practice to review and tidy Delegate assignments as part of your offboarding process.