Delegate admin access

When to delegate

If you'll be unavailable, you can delegate admin access to a trusted member. They'll have full admin capabilities until the delegation expires or you revoke it.

Set up a delegation

1. Go to Members and open the Delegation tab.
2. Click Delegate Admin.
3. Select the member who will act as admin.
4. Set a start date and optional end date.
5. Choose whether they can re-delegate to someone else.
6. Click Save.

What delegates can do

Delegates have the same access as the original admin: manage members, fees, meetings, events, documents, and settings.

Revoke or end a delegation

1. Go to the Delegation tab.
2. Find the active delegation and click Revoke.
3. The member's role reverts to their original role automatically.

Delegations also expire automatically when their end date passes, and the member is notified before expiry.