How to Set Up Task Delegation in Morney

Learn how to assign a delegate in Morney to create, submit, or approve tasks on your behalf while you are away.

May 21, 2026 By Ayomide Adegebo

This guide explains how to set up account delegation in Morney so you can authorize a subordinate or colleague to perform essential system tasks on your behalf.

This process applies to any Morney user, particularly managers or team leads, who needs to ensure daily operations and approvals continue uninterrupted while they are out of the office or otherwise unavailable.

Navigate to Delegation Settings

1

From your main dashboard sidebar, open your Settings and select Profile.

Step #2: Click the Delegation tab to open your delegate management dashboard. — Click the **Delegation** tab to open your delegate management dashboard.

Assign a Delegate and Permissions

Step #3: Open the Employee/Delegate dropdown menu and select the person you want to assign tasks to. — Open the **Employee/Delegate** dropdown menu and select the person you want to assign tasks to.

Before selecting their access level, review the available permissions:

Permission Level	What it allows	When to use it
Create/Submit	The delegate can draft and submit new entries.	Use for subordinates handling data entry or initial requests.
Endorse/Approve	The delegate can review and approve pending requests.	Use for peer managers or team leads covering your review queue.
All	The delegate receives full access to both submit and approve.	Use for comprehensive coverage when you are entirely unavailable.

Step #4: Click the Permissions dropdown and select the appropriate access level for this delegate. — Click the **Permissions** dropdown and select the appropriate access level for this delegate.

Set the Duration and Save

Define the exact window when the delegate is permitted to act on your behalf.

Step #6: Click + Add time next to the start date, specify the exact time you want the delegation to begin, and click Select. — Click **+ Add time** next to the start date, specify the exact time you want the delegation to begin, and click **Select**.

Step #7: Click the Date To field and select the final date for the delegation period. — Click the **Date To** field and select the final date for the delegation period.

Step #8: Click + Add time next to the end date, select the exact cutoff time, and click Select. — Click **+ Add time** next to the end date, select the exact cutoff time, and click **Select**.

Step #9: Click the Add button to save the configuration and activate the delegate. — Click the **Add** button to save the configuration and activate the delegate.

Managing Your Delegates

Once added, your delegate appears in the tracking list at the bottom of the page.

Step #10: Use the Active, Expired, and All filters to view the real-time status of your current and past delegations. — Use the **Active**, **Expired**, and **All** filters to view the real-time status of your current and past delegations.

If you have been assigned as a delegate by another colleague, you can view the responsibilities assigned to you by checking the Principal's column on this same screen.

FAQ

Q: Can I assign multiple delegates at once?

A: Yes, you can authorize as many delegates as you need. Simply repeat the assignment process for each person, adjusting their permissions and dates accordingly.

Q: What happens when the delegation period ends?

A: The delegate's system permissions automatically expire at the exact date and time you set. Their record will then move to the "Expired" tab in your settings for future reference.

Glossary

Term	Definition
Delegate	A colleague or subordinate granted temporary permission to perform tasks on your behalf.
Principal	The original user (you) who is authorizing another person to handle their system responsibilities.
Endorse/Approve	A permission tier in Morney that allows a user to authorize requests submitted by others.