Overview & Key Concepts
Learn what delegations are, the different delegation pathways available in Aptly, and how person-based and position-based delegations behave differently.
Finding & Viewing Delegations
Learn how to search, filter, and navigate the Delegations module to find specific records and understand the details within a delegation.
Accepting & Approving
Step-by-step guidance for accepting a delegation that has been assigned to you, and approving delegations if your role requires it.
Issuing & Redelegating
Guidance for users with authority to issue new delegations, request authority, and redelegate existing authority to others within permitted scope.
Delegation Roles & Conditions
Learn how to add roles and conditions to Delegations and understand how they interact with downstream delegations.
Advanced Management
Advanced delegation lifecycle tasks including suspending, revoking, managing delegation dates, and understanding how automated issuance and revocation work.
FAQs & Troubleshooting
Answers to common questions about delegations — including what invalid delegation alerts mean, why you may be unable to issue or redelegate, and how pathway changes affect downstream records.